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 | $188,149 | $138,065+36.3% | $123,544+52.3% | $135,375+39.0% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -8.77% | 153.68%-162.4pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $4,631 | $5,151-10.1% | $4,628+0.1% | $4,779-3.1% |
| Participant deferral / active EE | $9,609 | $6,799+41.3% | $6,426+49.5% | $5,609+71.3% |
| Admin fee / account holder | $644 | $10,916-94.1% | $9,284-93.1% | $10,827-94.0% |