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 | $185,813 | $106,543+74.4% | $91,220+103.7% | $134,475+38.2% |
| Participation rate | 76.5% | 76.8%-0.3pp | 73.2%+3.3pp | 81.2%-4.8pp |
| Annual return | -19.46% | 160.60%-180.1pp | 114.01%-133.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,183 | $3,331-34.4% | $2,850-23.4% | $4,740-53.9% |
| Participant deferral / active EE | $3,354 | $4,719-28.9% | $4,234-20.8% | $6,400-47.6% |
| Admin fee / account holder | $6,097 | $6,231-2.1% | $5,420+12.5% | $11,426-46.6% |