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 | $200,986 | $180,449+11.4% | $154,107+30.4% | $135,375+48.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -3.48% | 888.09%-891.6pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,661 | $6,035-55.9% | $5,298-49.8% | $4,779-44.3% |
| Participant deferral / active EE | $7,951 | $5,806+36.9% | $5,081+56.5% | $5,609+41.8% |
| Admin fee / account holder | $14,584 | $16,143-9.7% | $13,411+8.7% | $10,827+34.7% |