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 | $220,438 | $138,044+59.7% | $125,339+75.9% | $134,475+63.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -12.85% | 750.33%-763.2pp | 572.05%-584.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,481 | $5,243-71.8% | $4,814-69.2% | $4,740-68.8% |
| Participant deferral / active EE | $5,971 | $7,799-23.4% | $7,446-19.8% | $6,400-6.7% |
| Admin fee / account holder | $21,792 | $11,571+88.3% | $10,010+117.7% | $11,426+90.7% |