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 | $241,048 | $138,065+74.6% | $123,544+95.1% | $135,375+78.1% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -7.83% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,431 | $5,151-33.4% | $4,628-25.9% | $4,779-28.2% |
| Participant deferral / active EE | $7,782 | $6,799+14.5% | $6,426+21.1% | $5,609+38.8% |
| Admin fee / account holder | $9,230 | $10,916-15.4% | $9,284-0.6% | $10,827-14.8% |