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 | $142,227 | $135,635+4.9% | $110,238+29.0% | $135,375+5.1% |
| Participation rate | 81.0% | 83.5%-2.5pp | 79.8%+1.1pp | 82.6%-1.7pp |
| Annual return | -5.18% | 513.19%-518.4pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,759 | $4,906-43.8% | $3,826-27.9% | $4,779-42.3% |
| Participant deferral / active EE | $3,398 | $5,506-38.3% | $4,672-27.3% | $5,609-39.4% |
| Admin fee / account holder | $6,313 | $11,457-44.9% | $8,547-26.1% | $10,827-41.7% |