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 | $207,669 | $180,449+15.1% | $154,107+34.8% | $135,375+53.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -6.56% | 888.09%-894.6pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,417 | $6,035-76.5% | $5,298-73.2% | $4,779-70.3% |
| Participant deferral / active EE | $4,759 | $5,806-18.0% | $5,081-6.3% | $5,609-15.1% |
| Admin fee / account holder | $3,229 | $16,143-80.0% | $13,411-75.9% | $10,827-70.2% |