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 | $153,589 | $88,594+73.4% | $70,092+119.1% | $134,475+14.2% |
| Participation rate | 90.9% | 74.9%+16.0pp | 70.5%+20.4pp | 81.2%+9.7pp |
| Annual return | -9.60% | 442.67%-452.3pp | 190.73%-200.3pp | 417.96%-427.6pp |
| Employer contribution / active EE | $1,550 | $3,233-52.0% | $2,559-39.4% | $4,740-67.3% |
| Participant deferral / active EE | $4,265 | $4,772-10.6% | $3,849+10.8% | $6,400-33.4% |
| Admin fee / account holder | $17,671 | $10,441+69.3% | $6,267+182.0% | $11,426+54.7% |