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 | $155,052 | $138,065+12.3% | $123,544+25.5% | $135,375+14.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.67% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $6,840 | $5,151+32.8% | $4,628+47.8% | $4,779+43.1% |
| Participant deferral / active EE | $7,943 | $6,799+16.8% | $6,426+23.6% | $5,609+41.6% |
| Admin fee / account holder | $1,332 | $10,916-87.8% | $9,284-85.7% | $10,827-87.7% |