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 | $207,938 | $190,805+9.0% | $159,960+30.0% | $134,475+54.6% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -12.07% | 552.23%-564.3pp | 408.60%-420.7pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,664 | $4,995-46.7% | $4,226-37.0% | $4,740-43.8% |
| Participant deferral / active EE | $9,295 | $6,923+34.3% | $6,182+50.3% | $6,400+45.2% |
| Admin fee / account holder | $1,242 | $10,471-88.1% | $8,698-85.7% | $11,426-89.1% |