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 | $172,444 | $180,449-4.4% | $154,107+11.9% | $135,375+27.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.13% | 888.09%-895.2pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,404 | $6,035-60.2% | $5,298-54.6% | $4,779-49.7% |
| Participant deferral / active EE | $8,839 | $5,806+52.2% | $5,081+74.0% | $5,609+57.6% |
| Admin fee / account holder | $18,009 | $16,143+11.6% | $13,411+34.3% | $10,827+66.3% |