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 | $130,837 | $135,635-3.5% | $110,238+18.7% | $135,375-3.4% |
| Participation rate | 78.3% | 83.5%-5.2pp | 79.8%-1.6pp | 82.6%-4.4pp |
| Annual return | -6.26% | 513.19%-519.5pp | 314.74%-321.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $4,377 | $4,906-10.8% | $3,826+14.4% | $4,779-8.4% |
| Participant deferral / active EE | $5,478 | $5,506-0.5% | $4,672+17.3% | $5,609-2.3% |
| Admin fee / account holder | $9,499 | $11,457-17.1% | $8,547+11.1% | $10,827-12.3% |