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 | $176,576 | $138,065+27.9% | $123,544+42.9% | $135,375+30.4% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -5.98% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,965 | $5,151-23.0% | $4,628-14.3% | $4,779-17.0% |
| Participant deferral / active EE | $9,319 | $6,799+37.1% | $6,426+45.0% | $5,609+66.1% |
| Admin fee / account holder | $9,133 | $10,916-16.3% | $9,284-1.6% | $10,827-15.6% |