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 | $160,402 | $138,044+16.2% | $125,339+28.0% | $134,475+19.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.48% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,368 | $5,243-54.8% | $4,814-50.8% | $4,740-50.0% |
| Participant deferral / active EE | $5,987 | $7,799-23.2% | $7,446-19.6% | $6,400-6.4% |
| Admin fee / account holder | $3,796 | $11,571-67.2% | $10,010-62.1% | $11,426-66.8% |