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 | $177,318 | $138,065+28.4% | $123,544+43.5% | $135,375+31.0% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -8.36% | 153.68%-162.0pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,443 | $5,151-13.8% | $4,628-4.0% | $4,779-7.0% |
| Participant deferral / active EE | $8,019 | $6,799+17.9% | $6,426+24.8% | $5,609+43.0% |
| Admin fee / account holder | $2,874 | $10,916-73.7% | $9,284-69.0% | $10,827-73.5% |