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 | $129,378 | $138,044-6.3% | $125,339+3.2% | $134,475-3.8% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -17.86% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $13,460 | $5,243+156.7% | $4,814+179.6% | $4,740+184.0% |
| Participant deferral / active EE | $14,816 | $7,799+90.0% | $7,446+99.0% | $6,400+131.5% |
| Admin fee / account holder | $14,390 | $11,571+24.4% | $10,010+43.8% | $11,426+25.9% |