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 9-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 | $137,352 | $138,065-0.5% | $123,544+11.2% | $135,375+1.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.48% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,601 | $5,151-30.1% | $4,628-22.2% | $4,779-24.7% |
| Participant deferral / active EE | $9,117 | $6,799+34.1% | $6,426+41.9% | $5,609+62.6% |
| Admin fee / account holder | $4,315 | $10,916-60.5% | $9,284-53.5% | $10,827-60.1% |