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 | $126,332 | $138,044-8.5% | $125,339+0.8% | $134,475-6.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.62% | 750.33%-766.9pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,307 | $5,243-36.9% | $4,814-31.3% | $4,740-30.2% |
| Participant deferral / active EE | $7,859 | $7,799+0.8% | $7,446+5.5% | $6,400+22.8% |
| Admin fee / account holder | $1,860 | $11,571-83.9% | $10,010-81.4% | $11,426-83.7% |