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 | $140,968 | $138,044+2.1% | $125,339+12.5% | $134,475+4.8% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -18.76% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,126 | $5,243-59.5% | $4,814-55.8% | $4,740-55.1% |
| Participant deferral / active EE | $5,745 | $7,799-26.3% | $7,446-22.8% | $6,400-10.2% |
| Admin fee / account holder | $1,284 | $11,571-88.9% | $10,010-87.2% | $11,426-88.8% |