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 | $184,484 | $138,044+33.6% | $125,339+47.2% | $134,475+37.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.50% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,721 | $5,243-29.0% | $4,814-22.7% | $4,740-21.5% |
| Participant deferral / active EE | $6,935 | $7,799-11.1% | $7,446-6.9% | $6,400+8.4% |
| Admin fee / account holder | $1,634 | $11,571-85.9% | $10,010-83.7% | $11,426-85.7% |