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 | $142,465 | $138,044+3.2% | $125,339+13.7% | $134,475+5.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.36% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,617 | $5,243-50.1% | $4,814-45.6% | $4,740-44.8% |
| Participant deferral / active EE | $9,170 | $7,799+17.6% | $7,446+23.1% | $6,400+43.3% |
| Admin fee / account holder | $3,462 | $11,571-70.1% | $10,010-65.4% | $11,426-69.7% |