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 | $154,940 | $138,065+12.2% | $123,544+25.4% | $135,375+14.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.78% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,293 | $5,151-55.5% | $4,628-50.5% | $4,779-52.0% |
| Participant deferral / active EE | $8,970 | $6,799+31.9% | $6,426+39.6% | $5,609+59.9% |
| Admin fee / account holder | $27,927 | $10,916+155.8% | $9,284+200.8% | $10,827+157.9% |