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 | $177,926 | $168,632+5.5% | $147,614+20.5% | $125,391+41.9% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -2.09% | 77.65%-79.7pp | 61.98%-64.1pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,837 | $6,252-54.6% | $5,564-49.0% | $4,866-41.7% |
| Participant deferral / active EE | $7,688 | $5,507+39.6% | $4,895+57.0% | $5,352+43.7% |
| Admin fee / account holder | $874 | $13,580-93.6% | $11,611-92.5% | $9,540-90.8% |