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 | $188,100 | $138,065+36.2% | $123,544+52.3% | $135,375+38.9% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.10% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,948 | $5,151-3.9% | $4,628+6.9% | $4,779+3.5% |
| Participant deferral / active EE | $15,242 | $6,799+124.2% | $6,426+137.2% | $5,609+171.7% |
| Admin fee / account holder | $771 | $10,916-92.9% | $9,284-91.7% | $10,827-92.9% |