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 | $155,208 | $138,065+12.4% | $123,544+25.6% | $135,375+14.7% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -2.61% | 153.68%-156.3pp | 119.20%-121.8pp | 519.73%-522.3pp |
| Employer contribution / active EE | $5,558 | $5,151+7.9% | $4,628+20.1% | $4,779+16.3% |
| Participant deferral / active EE | $8,456 | $6,799+24.4% | $6,426+31.6% | $5,609+50.8% |
| Admin fee / account holder | $19,240 | $10,916+76.3% | $9,284+107.2% | $10,827+77.7% |