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 | $166,775 | $138,065+20.8% | $123,544+35.0% | $135,375+23.2% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -7.47% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,521 | $5,151-51.1% | $4,628-45.5% | $4,779-47.2% |
| Participant deferral / active EE | $6,334 | $6,799-6.8% | $6,426-1.4% | $5,609+12.9% |
| Admin fee / account holder | $821 | $10,916-92.5% | $9,284-91.2% | $10,827-92.4% |