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 | $150,634 | $138,044+9.1% | $125,339+20.2% | $134,475+12.0% |
| Participation rate | 70.8% | 84.5%-13.7pp | 82.4%-11.5pp | 81.2%-10.4pp |
| Annual return | -17.45% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,168 | $5,243-20.5% | $4,814-13.4% | $4,740-12.1% |
| Participant deferral / active EE | $10,561 | $7,799+35.4% | $7,446+41.8% | $6,400+65.0% |
| Admin fee / account holder | $5,376 | $11,571-53.5% | $10,010-46.3% | $11,426-53.0% |