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 | $135,476 | $138,044-1.9% | $125,339+8.1% | $134,475+0.7% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -16.40% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $8,491 | $5,243+61.9% | $4,814+76.4% | $4,740+79.1% |
| Participant deferral / active EE | $9,067 | $7,799+16.3% | $7,446+21.8% | $6,400+41.7% |
| Admin fee / account holder | $56,809 | $11,571+391.0% | $10,010+467.6% | $11,426+397.2% |