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 7-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 | $130,394 | $138,044-5.5% | $125,339+4.0% | $134,475-3.0% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -16.07% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,412 | $5,243-15.9% | $4,814-8.3% | $4,740-6.9% |
| Participant deferral / active EE | $9,864 | $7,799+26.5% | $7,446+32.5% | $6,400+54.1% |
| Admin fee / account holder | $7,396 | $11,571-36.1% | $10,010-26.1% | $11,426-35.3% |