See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,590 | $138,044+0.4% | $125,339+10.6% | $134,475+3.1% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -18.48% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,864 | $5,243-7.2% | $4,814+1.0% | $4,740+2.6% |
| Participant deferral / active EE | $12,934 | $7,799+65.9% | $7,446+73.7% | $6,400+102.1% |
| Admin fee / account holder | $574 | $11,571-95.0% | $10,010-94.3% | $11,426-95.0% |