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 | $178,912 | $138,065+29.6% | $123,544+44.8% | $135,375+32.2% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -2.96% | 153.68%-156.6pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $16,856 | $5,151+227.2% | $4,628+264.2% | $4,779+252.7% |
| Participant deferral / active EE | $3,561 | $6,799-47.6% | $6,426-44.6% | $5,609-36.5% |
| Admin fee / account holder | $36,741 | $10,916+236.6% | $9,284+295.8% | $10,827+239.3% |