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 | $194,943 | $138,044+41.2% | $125,339+55.5% | $134,475+45.0% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -12.79% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,113 | $5,243-59.7% | $4,814-56.1% | $4,740-55.4% |
| Participant deferral / active EE | $5,068 | $7,799-35.0% | $7,446-31.9% | $6,400-20.8% |
| Admin fee / account holder | $11,255 | $11,571-2.7% | $10,010+12.4% | $11,426-1.5% |