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 8-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 | $112,491 | $138,044-18.5% | $125,339-10.3% | $134,475-16.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -17.15% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,272 | $5,243-18.5% | $4,814-11.3% | $4,740-9.9% |
| Participant deferral / active EE | $9,302 | $7,799+19.3% | $7,446+24.9% | $6,400+45.4% |
| Admin fee / account holder | $9,689 | $11,571-16.3% | $10,010-3.2% | $11,426-15.2% |