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 | $126,987 | $180,449-29.6% | $154,107-17.6% | $135,375-6.2% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -3.60% | 888.09%-891.7pp | 735.12%-738.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $6,619 | $6,035+9.7% | $5,298+24.9% | $4,779+38.5% |
| Participant deferral / active EE | $3,243 | $5,806-44.2% | $5,081-36.2% | $5,609-42.2% |
| Admin fee / account holder | $11,879 | $16,143-26.4% | $13,411-11.4% | $10,827+9.7% |