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 | $193,122 | $138,065+39.9% | $123,544+56.3% | $135,375+42.7% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | -6.59% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $14,477 | $5,151+181.0% | $4,628+212.8% | $4,779+202.9% |
| Participant deferral / active EE | $16,256 | $6,799+139.1% | $6,426+153.0% | $5,609+189.8% |
| Admin fee / account holder | $2,555 | $10,916-76.6% | $9,284-72.5% | $10,827-76.4% |