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 | $156,040 | $138,065+13.0% | $123,544+26.3% | $135,375+15.3% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -4.10% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,487 | $5,151-32.3% | $4,628-24.7% | $4,779-27.0% |
| Participant deferral / active EE | $4,841 | $6,799-28.8% | $6,426-24.7% | $5,609-13.7% |
| Admin fee / account holder | $16,631 | $10,916+52.4% | $9,284+79.1% | $10,827+53.6% |