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 | $153,461 | $138,044+11.2% | $125,339+22.4% | $134,475+14.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.50% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,649 | $5,243-11.3% | $4,814-3.4% | $4,740-1.9% |
| Participant deferral / active EE | $10,121 | $7,799+29.8% | $7,446+35.9% | $6,400+58.1% |
| Admin fee / account holder | $11,249 | $11,571-2.8% | $10,010+12.4% | $11,426-1.5% |