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 | $174,447 | $138,044+26.4% | $125,339+39.2% | $134,475+29.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -9.33% | 750.33%-759.7pp | 572.05%-581.4pp | 417.96%-427.3pp |
| Employer contribution / active EE | $4,053 | $5,243-22.7% | $4,814-15.8% | $4,740-14.5% |
| Participant deferral / active EE | $9,959 | $7,799+27.7% | $7,446+33.7% | $6,400+55.6% |
| Admin fee / account holder | $1,845 | $11,571-84.1% | $10,010-81.6% | $11,426-83.9% |