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 | $156,566 | $135,635+15.4% | $110,238+42.0% | $135,375+15.7% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -6.48% | 513.19%-519.7pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $942 | $4,906-80.8% | $3,826-75.4% | $4,779-80.3% |
| Participant deferral / active EE | $5,014 | $5,506-8.9% | $4,672+7.3% | $5,609-10.6% |
| Admin fee / account holder | $5,583 | $11,457-51.3% | $8,547-34.7% | $10,827-48.4% |