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 10-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 | $138,824 | $138,044+0.6% | $125,339+10.8% | $134,475+3.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -15.16% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,076 | $5,243-41.3% | $4,814-36.1% | $4,740-35.1% |
| Participant deferral / active EE | $6,340 | $7,799-18.7% | $7,446-14.9% | $6,400-0.9% |
| Admin fee / account holder | $1,791 | $11,571-84.5% | $10,010-82.1% | $11,426-84.3% |