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 | $149,204 | $106,543+40.0% | $91,220+63.6% | $134,475+11.0% |
| Participation rate | 90.5% | 76.8%+13.7pp | 73.2%+17.3pp | 81.2%+9.3pp |
| Annual return | -19.83% | 160.60%-180.4pp | 114.01%-133.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,764 | $3,331+13.0% | $2,850+32.1% | $4,740-20.6% |
| Participant deferral / active EE | $6,352 | $4,719+34.6% | $4,234+50.0% | $6,400-0.7% |
| Admin fee / account holder | $2,262 | $6,231-63.7% | $5,420-58.3% | $11,426-80.2% |