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 | $127,388 | $90,600+40.6% | $79,464+60.3% | $135,375-5.9% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -1.71% | 977.43%-979.1pp | 718.14%-719.9pp | 519.73%-521.4pp |
| Employer contribution / active EE | $2,506 | $3,068-18.3% | $2,800-10.5% | $4,779-47.6% |
| Participant deferral / active EE | $6,791 | $4,050+67.7% | $3,704+83.3% | $5,609+21.1% |
| Admin fee / account holder | $515 | $5,907-91.3% | $5,113-89.9% | $10,827-95.2% |