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 | $127,611 | $138,065-7.6% | $123,544+3.3% | $135,375-5.7% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | -4.63% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,662 | $5,151-48.3% | $4,628-42.5% | $4,779-44.3% |
| Participant deferral / active EE | $8,169 | $6,799+20.1% | $6,426+27.1% | $5,609+45.6% |
| Admin fee / account holder | $659 | $10,916-94.0% | $9,284-92.9% | $10,827-93.9% |