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 | $130,801 | $138,065-5.3% | $123,544+5.9% | $135,375-3.4% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -6.97% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,866 | $5,151-44.4% | $4,628-38.1% | $4,779-40.0% |
| Participant deferral / active EE | $5,106 | $6,799-24.9% | $6,426-20.5% | $5,609-9.0% |
| Admin fee / account holder | $1,991 | $10,916-81.8% | $9,284-78.6% | $10,827-81.6% |