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 | $137,800 | $138,044-0.2% | $125,339+9.9% | $134,475+2.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -14.63% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,816 | $5,243-46.3% | $4,814-41.5% | $4,740-40.6% |
| Participant deferral / active EE | $8,301 | $7,799+6.4% | $7,446+11.5% | $6,400+29.7% |
| Admin fee / account holder | $10,034 | $11,571-13.3% | $10,010+0.2% | $11,426-12.2% |