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 | $197,941 | $138,065+43.4% | $123,544+60.2% | $135,375+46.2% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -6.69% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $5,233 | $5,151+1.6% | $4,628+13.1% | $4,779+9.5% |
| Participant deferral / active EE | $10,534 | $6,799+54.9% | $6,426+63.9% | $5,609+87.8% |
| Admin fee / account holder | $15,205 | $10,916+39.3% | $9,284+63.8% | $10,827+40.4% |