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 | $130,286 | $138,044-5.6% | $125,339+3.9% | $134,475-3.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.10% | 750.33%-768.4pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $8,333 | $5,243+58.9% | $4,814+73.1% | $4,740+75.8% |
| Participant deferral / active EE | $3,991 | $7,799-48.8% | $7,446-46.4% | $6,400-37.6% |
| Admin fee / account holder | $19,701 | $11,571+70.3% | $10,010+96.8% | $11,426+72.4% |