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 | $221,818 | $138,065+60.7% | $123,544+79.5% | $135,375+63.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -4.59% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,938 | $5,151-4.1% | $4,628+6.7% | $4,779+3.3% |
| Participant deferral / active EE | $8,911 | $6,799+31.1% | $6,426+38.7% | $5,609+58.9% |
| Admin fee / account holder | $2,232 | $10,916-79.6% | $9,284-76.0% | $10,827-79.4% |