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 | $187,850 | $135,635+38.5% | $110,238+70.4% | $135,375+38.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -8.21% | 513.19%-521.4pp | 314.74%-323.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,663 | $4,906-66.1% | $3,826-56.5% | $4,779-65.2% |
| Participant deferral / active EE | $5,386 | $5,506-2.2% | $4,672+15.3% | $5,609-4.0% |
| Admin fee / account holder | $1,845 | $11,457-83.9% | $8,547-78.4% | $10,827-83.0% |