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 | $126,414 | $138,044-8.4% | $125,339+0.9% | $134,475-6.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.62% | 750.33%-769.9pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $16,513 | $5,243+214.9% | $4,814+243.0% | $4,740+248.4% |
| Participant deferral / active EE | $7,927 | $7,799+1.6% | $7,446+6.5% | $6,400+23.9% |
| Admin fee / account holder | $2,827 | $11,571-75.6% | $10,010-71.8% | $11,426-75.3% |