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 | $127,263 | $138,065-7.8% | $123,544+3.0% | $135,375-6.0% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -2.23% | 153.68%-155.9pp | 119.20%-121.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $6,745 | $5,151+30.9% | $4,628+45.7% | $4,779+41.1% |
| Participant deferral / active EE | $7,415 | $6,799+9.1% | $6,426+15.4% | $5,609+32.2% |
| Admin fee / account holder | $1,313 | $10,916-88.0% | $9,284-85.9% | $10,827-87.9% |