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 | $134,932 | $138,044-2.3% | $125,339+7.7% | $134,475+0.3% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -19.86% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,957 | $5,243-5.5% | $4,814+3.0% | $4,740+4.6% |
| Participant deferral / active EE | $8,680 | $7,799+11.3% | $7,446+16.6% | $6,400+35.6% |
| Admin fee / account holder | $1,342 | $11,571-88.4% | $10,010-86.6% | $11,426-88.3% |