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 9-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 | $182,458 | $138,044+32.2% | $125,339+45.6% | $134,475+35.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -6.96% | 750.33%-757.3pp | 572.05%-579.0pp | 417.96%-424.9pp |
| Employer contribution / active EE | $1,586 | $5,243-69.8% | $4,814-67.1% | $4,740-66.5% |
| Participant deferral / active EE | $13,200 | $7,799+69.3% | $7,446+77.3% | $6,400+106.3% |
| Admin fee / account holder | $5,760 | $11,571-50.2% | $10,010-42.5% | $11,426-49.6% |