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 | $187,922 | $106,543+76.4% | $91,220+106.0% | $134,475+39.7% |
| Participation rate | 81.3% | 76.8%+4.4pp | 73.2%+8.1pp | 81.2%0pp |
| Annual return | -18.91% | 160.60%-179.5pp | 114.01%-132.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,349 | $3,331-29.5% | $2,850-17.6% | $4,740-50.4% |
| Participant deferral / active EE | $7,557 | $4,719+60.1% | $4,234+78.5% | $6,400+18.1% |
| Admin fee / account holder | $16,073 | $6,231+158.0% | $5,420+196.6% | $11,426+40.7% |