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 | $113,949 | $138,044-17.5% | $125,339-9.1% | $134,475-15.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -18.37% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,321 | $5,243-36.7% | $4,814-31.0% | $4,740-29.9% |
| Participant deferral / active EE | $8,575 | $7,799+10.0% | $7,446+15.2% | $6,400+34.0% |
| Admin fee / account holder | $443 | $11,571-96.2% | $10,010-95.6% | $11,426-96.1% |