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 | $151,119 | $138,065+9.5% | $123,544+22.3% | $135,375+11.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.23% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $12,388 | $5,151+140.5% | $4,628+167.7% | $4,779+159.2% |
| Participant deferral / active EE | $8,287 | $6,799+21.9% | $6,426+29.0% | $5,609+47.8% |
| Admin fee / account holder | $816 | $10,916-92.5% | $9,284-91.2% | $10,827-92.5% |