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 5-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 | $205,850 | $217,402-5.3% | $185,823+10.8% | $167,490+22.9% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,138 | $5,873-46.6% | $5,167-39.3% | $4,837-35.1% |
| Participant deferral / active EE | $7,754 | $6,356+22.0% | $5,568+39.3% | $6,341+22.3% |
| Admin fee / account holder | $1,567 | $19,811-92.1% | $16,237-90.4% | $12,309-87.3% |