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 | $156,129 | $190,805-18.2% | $159,960-2.4% | $134,475+16.1% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -16.56% | 552.23%-568.8pp | 408.60%-425.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,450 | $4,995-30.9% | $4,226-18.4% | $4,740-27.2% |
| Participant deferral / active EE | $6,946 | $6,923+0.3% | $6,182+12.3% | $6,400+8.5% |
| Admin fee / account holder | $1,559 | $10,471-85.1% | $8,698-82.1% | $11,426-86.4% |