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 8-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 | $194,742 | $138,044+41.1% | $125,339+55.4% | $134,475+44.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.75% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,634 | $5,243-68.8% | $4,814-66.1% | $4,740-65.5% |
| Participant deferral / active EE | $4,791 | $7,799-38.6% | $7,446-35.7% | $6,400-25.1% |
| Admin fee / account holder | $10,020 | $11,571-13.4% | $10,010+0.1% | $11,426-12.3% |