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 | $171,442 | $138,044+24.2% | $125,339+36.8% | $134,475+27.5% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -16.96% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,173 | $5,243-58.6% | $4,814-54.9% | $4,740-54.2% |
| Participant deferral / active EE | $8,610 | $7,799+10.4% | $7,446+15.6% | $6,400+34.5% |
| Admin fee / account holder | $13,283 | $11,571+14.8% | $10,010+32.7% | $11,426+16.3% |