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 | $222,161 | $138,044+60.9% | $125,339+77.2% | $134,475+65.2% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -4.51% | 750.33%-754.8pp | 572.05%-576.6pp | 417.96%-422.5pp |
| Employer contribution / active EE | $2,571 | $5,243-51.0% | $4,814-46.6% | $4,740-45.7% |
| Participant deferral / active EE | $9,445 | $7,799+21.1% | $7,446+26.8% | $6,400+47.6% |
| Admin fee / account holder | $2,365 | $11,571-79.6% | $10,010-76.4% | $11,426-79.3% |