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 | $249,422 | $106,543+134.1% | $91,220+173.4% | $134,475+85.5% |
| Participation rate | 93.3% | 76.8%+16.5pp | 73.2%+20.1pp | 81.2%+12.1pp |
| Annual return | -14.56% | 160.60%-175.2pp | 114.01%-128.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $8,166 | $3,331+145.2% | $2,850+186.5% | $4,740+72.3% |
| Participant deferral / active EE | $10,519 | $4,719+122.9% | $4,234+148.5% | $6,400+64.4% |
| Admin fee / account holder | $2,373 | $6,231-61.9% | $5,420-56.2% | $11,426-79.2% |