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 | $208,886 | $138,044+51.3% | $125,339+66.7% | $134,475+55.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.65% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $13,901 | $5,243+165.1% | $4,814+188.8% | $4,740+193.3% |
| Participant deferral / active EE | $10,044 | $7,799+28.8% | $7,446+34.9% | $6,400+56.9% |
| Admin fee / account holder | $5,402 | $11,571-53.3% | $10,010-46.0% | $11,426-52.7% |