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 | $137,343 | $160,055-14.2% | $140,016-1.9% | $135,375+1.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -5.32% | 911.38%-916.7pp | 651.12%-656.4pp | 519.73%-525.1pp |
| Employer contribution / active EE | $7,200 | $6,420+12.1% | $5,606+28.4% | $4,779+50.7% |
| Participant deferral / active EE | $10,668 | $7,642+39.6% | $6,927+54.0% | $5,609+90.2% |
| Admin fee / account holder | $1,263 | $13,328-90.5% | $10,705-88.2% | $10,827-88.3% |