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 | $186,232 | $138,044+34.9% | $125,339+48.6% | $134,475+38.5% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -14.75% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,887 | $5,243-44.9% | $4,814-40.0% | $4,740-39.1% |
| Participant deferral / active EE | $6,510 | $7,799-16.5% | $7,446-12.6% | $6,400+1.7% |
| Admin fee / account holder | $859 | $11,571-92.6% | $10,010-91.4% | $11,426-92.5% |