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 | $141,366 | $138,044+2.4% | $125,339+12.8% | $134,475+5.1% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -15.92% | 750.33%-766.2pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,159 | $5,243-58.8% | $4,814-55.2% | $4,740-54.5% |
| Participant deferral / active EE | $6,585 | $7,799-15.6% | $7,446-11.6% | $6,400+2.9% |
| Admin fee / account holder | $2,759 | $11,571-76.2% | $10,010-72.4% | $11,426-75.9% |