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 | $140,393 | $190,805-26.4% | $159,960-12.2% | $134,475+4.4% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -16.36% | 552.23%-568.6pp | 408.60%-425.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $6,143 | $4,995+23.0% | $4,226+45.4% | $4,740+29.6% |
| Participant deferral / active EE | $12,023 | $6,923+73.7% | $6,182+94.5% | $6,400+87.9% |
| Admin fee / account holder | $433 | $10,471-95.9% | $8,698-95.0% | $11,426-96.2% |