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 | $171,264 | $138,065+24.0% | $123,544+38.6% | $135,375+26.5% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -5.56% | 153.68%-159.2pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,650 | $5,151-48.6% | $4,628-42.7% | $4,779-44.6% |
| Participant deferral / active EE | $6,354 | $6,799-6.5% | $6,426-1.1% | $5,609+13.3% |
| Admin fee / account holder | $22,545 | $10,916+106.5% | $9,284+142.8% | $10,827+108.2% |