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 | $150,958 | $106,543+41.7% | $91,220+65.5% | $134,475+12.3% |
| Participation rate | 92.3% | 76.8%+15.5pp | 73.2%+19.1pp | 81.2%+11.1pp |
| Annual return | -13.84% | 160.60%-174.4pp | 114.01%-127.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,683 | $3,331-19.4% | $2,850-5.9% | $4,740-43.4% |
| Participant deferral / active EE | $12,454 | $4,719+163.9% | $4,234+194.2% | $6,400+94.6% |
| Admin fee / account holder | $3,924 | $6,231-37.0% | $5,420-27.6% | $11,426-65.7% |