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 | $198,345 | $138,065+43.7% | $123,544+60.5% | $135,375+46.5% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.83% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $11,667 | $5,151+126.5% | $4,628+152.1% | $4,779+144.1% |
| Participant deferral / active EE | $6,111 | $6,799-10.1% | $6,426-4.9% | $5,609+9.0% |
| Admin fee / account holder | $3,452 | $10,916-68.4% | $9,284-62.8% | $10,827-68.1% |