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 | $181,093 | $135,635+33.5% | $110,238+64.3% | $135,375+33.8% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -8.62% | 513.19%-521.8pp | 314.74%-323.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,164 | $4,906-55.9% | $3,826-43.5% | $4,779-54.7% |
| Participant deferral / active EE | $5,995 | $5,506+8.9% | $4,672+28.3% | $5,609+6.9% |
| Admin fee / account holder | $2,161 | $11,457-81.1% | $8,547-74.7% | $10,827-80.0% |