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 | $133,146 | $160,055-16.8% | $140,016-4.9% | $135,375-1.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -6.53% | 911.38%-917.9pp | 651.12%-657.6pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,156 | $6,420-50.9% | $5,606-43.7% | $4,779-34.0% |
| Participant deferral / active EE | $5,311 | $7,642-30.5% | $6,927-23.3% | $5,609-5.3% |
| Admin fee / account holder | $4,120 | $13,328-69.1% | $10,705-61.5% | $10,827-62.0% |