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 | $179,345 | $138,044+29.9% | $125,339+43.1% | $134,475+33.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.09% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,288 | $5,243-56.4% | $4,814-52.5% | $4,740-51.7% |
| Participant deferral / active EE | $3,983 | $7,799-48.9% | $7,446-46.5% | $6,400-37.8% |
| Admin fee / account holder | $2,202 | $11,571-81.0% | $10,010-78.0% | $11,426-80.7% |