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 | $206,840 | $180,449+14.6% | $154,107+34.2% | $135,375+52.8% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -6.00% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,012 | $6,035-66.7% | $5,298-62.0% | $4,779-57.9% |
| Participant deferral / active EE | $7,664 | $5,806+32.0% | $5,081+50.8% | $5,609+36.6% |
| Admin fee / account holder | $3,275 | $16,143-79.7% | $13,411-75.6% | $10,827-69.7% |