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 | $124,122 | $138,065-10.1% | $123,544+0.5% | $135,375-8.3% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.46% | 153.68%-159.1pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,551 | $5,151-31.1% | $4,628-23.3% | $4,779-25.7% |
| Participant deferral / active EE | $7,231 | $6,799+6.3% | $6,426+12.5% | $5,609+28.9% |
| Admin fee / account holder | $995 | $10,916-90.9% | $9,284-89.3% | $10,827-90.8% |