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 | $236,128 | $138,065+71.0% | $123,544+91.1% | $135,375+74.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -0.68% | 153.68%-154.4pp | 119.20%-119.9pp | 519.73%-520.4pp |
| Employer contribution / active EE | $3,831 | $5,151-25.6% | $4,628-17.2% | $4,779-19.8% |
| Participant deferral / active EE | $3,917 | $6,799-42.4% | $6,426-39.0% | $5,609-30.2% |
| Admin fee / account holder | $42,034 | $10,916+285.1% | $9,284+352.8% | $10,827+288.2% |