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 | $177,834 | $180,449-1.4% | $154,107+15.4% | $135,375+31.4% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -5.48% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $4,318 | $6,035-28.4% | $5,298-18.5% | $4,779-9.6% |
| Participant deferral / active EE | $3,968 | $5,806-31.7% | $5,081-21.9% | $5,609-29.3% |
| Admin fee / account holder | $4,022 | $16,143-75.1% | $13,411-70.0% | $10,827-62.9% |