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 | $208,453 | $138,065+51.0% | $123,544+68.7% | $135,375+54.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -4.85% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,750 | $5,151-27.2% | $4,628-19.0% | $4,779-21.5% |
| Participant deferral / active EE | $4,439 | $6,799-34.7% | $6,426-30.9% | $5,609-20.9% |
| Admin fee / account holder | $10,529 | $10,916-3.5% | $9,284+13.4% | $10,827-2.8% |