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 | $203,809 | $138,065+47.6% | $123,544+65.0% | $135,375+50.6% |
| Participation rate | 81.0% | 84.7%-3.8pp | 82.3%-1.3pp | 82.6%-1.7pp |
| Annual return | -6.70% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,907 | $5,151-24.2% | $4,628-15.6% | $4,779-18.3% |
| Participant deferral / active EE | $7,123 | $6,799+4.8% | $6,426+10.9% | $5,609+27.0% |
| Admin fee / account holder | $427 | $10,916-96.1% | $9,284-95.4% | $10,827-96.1% |