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 8-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 | $190,423 | $142,344+33.8% | $119,609+59.2% | $134,475+41.6% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | -19.10% | -12.44%-6.7pp | -14.97%-4.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $8,949 | $5,222+71.4% | $4,232+111.5% | $4,740+88.8% |
| Participant deferral / active EE | $7,903 | $6,469+22.2% | $5,602+41.1% | $6,400+23.5% |
| Admin fee / account holder | $14,429 | $13,584+6.2% | $10,323+39.8% | $11,426+26.3% |