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 | $157,875 | $138,044+14.4% | $125,339+26.0% | $134,475+17.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.16% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,966 | $5,243-43.4% | $4,814-38.4% | $4,740-37.4% |
| Participant deferral / active EE | $10,113 | $7,799+29.7% | $7,446+35.8% | $6,400+58.0% |
| Admin fee / account holder | $1,339 | $11,571-88.4% | $10,010-86.6% | $11,426-88.3% |