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 | $132,706 | $138,044-3.9% | $125,339+5.9% | $134,475-1.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -13.39% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $11,848 | $5,243+126.0% | $4,814+146.1% | $4,740+150.0% |
| Participant deferral / active EE | $10,559 | $7,799+35.4% | $7,446+41.8% | $6,400+65.0% |
| Admin fee / account holder | $2,413 | $11,571-79.1% | $10,010-75.9% | $11,426-78.9% |