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 | $128,012 | $180,449-29.1% | $154,107-16.9% | $135,375-5.4% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -8.77% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $9,024 | $6,035+49.5% | $5,298+70.4% | $4,779+88.8% |
| Participant deferral / active EE | $4,888 | $5,806-15.8% | $5,081-3.8% | $5,609-12.8% |
| Admin fee / account holder | $1,805 | $16,143-88.8% | $13,411-86.5% | $10,827-83.3% |