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 | $154,948 | $135,635+14.2% | $110,238+40.6% | $135,375+14.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -8.43% | 513.19%-521.6pp | 314.74%-323.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $4,621 | $4,906-5.8% | $3,826+20.8% | $4,779-3.3% |
| Participant deferral / active EE | $5,122 | $5,506-7.0% | $4,672+9.6% | $5,609-8.7% |
| Admin fee / account holder | $14,168 | $11,457+23.7% | $8,547+65.8% | $10,827+30.9% |