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 | $201,472 | $138,065+45.9% | $123,544+63.1% | $135,375+48.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -2.33% | 153.68%-156.0pp | 119.20%-121.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $12,920 | $5,151+150.8% | $4,628+179.2% | $4,779+170.4% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,524 | $10,916-76.9% | $9,284-72.8% | $10,827-76.7% |