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 | $151,427 | $138,044+9.7% | $125,339+20.8% | $134,475+12.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.62% | 750.33%-768.9pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,952 | $5,243-43.7% | $4,814-38.7% | $4,740-37.7% |
| Participant deferral / active EE | $7,227 | $7,799-7.3% | $7,446-3.0% | $6,400+12.9% |
| Admin fee / account holder | $13,582 | $11,571+17.4% | $10,010+35.7% | $11,426+18.9% |