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 | $213,157 | $138,044+54.4% | $125,339+70.1% | $134,475+58.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.11% | 750.33%-766.4pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,095 | $5,243-60.1% | $4,814-56.5% | $4,740-55.8% |
| Participant deferral / active EE | $13,440 | $7,799+72.3% | $7,446+80.5% | $6,400+110.0% |
| Admin fee / account holder | $208,479 | $11,571+1701.7% | $10,010+1982.8% | $11,426+1724.6% |