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 | $159,934 | $180,449-11.4% | $154,107+3.8% | $135,375+18.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.48% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $10,402 | $6,035+72.4% | $5,298+96.4% | $4,779+117.7% |
| Participant deferral / active EE | $5,064 | $5,806-12.8% | $5,081-0.3% | $5,609-9.7% |
| Admin fee / account holder | $4,153 | $16,143-74.3% | $13,411-69.0% | $10,827-61.6% |