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 | $183,691 | $135,635+35.4% | $110,238+66.6% | $135,375+35.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -5.76% | 513.19%-519.0pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,953 | $4,906-39.8% | $3,826-22.8% | $4,779-38.2% |
| Participant deferral / active EE | $7,398 | $5,506+34.4% | $4,672+58.4% | $5,609+31.9% |
| Admin fee / account holder | $13,435 | $11,457+17.3% | $8,547+57.2% | $10,827+24.1% |