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 | $141,787 | $190,805-25.7% | $159,960-11.4% | $134,475+5.4% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -16.93% | 552.23%-569.2pp | 408.60%-425.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $722 | $4,995-85.6% | $4,226-82.9% | $4,740-84.8% |
| Participant deferral / active EE | $11,365 | $6,923+64.2% | $6,182+83.8% | $6,400+77.6% |
| Admin fee / account holder | $1,583 | $10,471-84.9% | $8,698-81.8% | $11,426-86.1% |