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 | $245,883 | $168,632+45.8% | $147,614+66.6% | $125,391+96.1% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -3.48% | 77.65%-81.1pp | 61.98%-65.5pp | 282.22%-285.7pp |
| Employer contribution / active EE | $9,480 | $6,252+51.6% | $5,564+70.4% | $4,866+94.8% |
| Participant deferral / active EE | $6,682 | $5,507+21.3% | $4,895+36.5% | $5,352+24.9% |
| Admin fee / account holder | $2,315 | $13,580-83.0% | $11,611-80.1% | $9,540-75.7% |