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 | $150,900 | $138,065+9.3% | $123,544+22.1% | $135,375+11.5% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -2.62% | 153.68%-156.3pp | 119.20%-121.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $2,404 | $5,151-53.3% | $4,628-48.0% | $4,779-49.7% |
| Participant deferral / active EE | $6,882 | $6,799+1.2% | $6,426+7.1% | $5,609+22.7% |
| Admin fee / account holder | $1,063 | $10,916-90.3% | $9,284-88.6% | $10,827-90.2% |