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 | $130,362 | $180,449-27.8% | $154,107-15.4% | $135,375-3.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.82% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,404 | $6,035-76.7% | $5,298-73.5% | $4,779-70.6% |
| Participant deferral / active EE | $7,100 | $5,806+22.3% | $5,081+39.7% | $5,609+26.6% |
| Admin fee / account holder | $1,827 | $16,143-88.7% | $13,411-86.4% | $10,827-83.1% |