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 | $201,823 | $138,065+46.2% | $123,544+63.4% | $135,375+49.1% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -5.68% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,478 | $5,151-51.9% | $4,628-46.4% | $4,779-48.1% |
| Participant deferral / active EE | $9,356 | $6,799+37.6% | $6,426+45.6% | $5,609+66.8% |
| Admin fee / account holder | $3,379 | $10,916-69.0% | $9,284-63.6% | $10,827-68.8% |