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 | $237,541 | $190,805+24.5% | $159,960+48.5% | $134,475+76.6% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -19.66% | 552.23%-571.9pp | 408.60%-428.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,283 | $4,995-34.3% | $4,226-22.3% | $4,740-30.7% |
| Participant deferral / active EE | $10,500 | $6,923+51.7% | $6,182+69.8% | $6,400+64.1% |
| Admin fee / account holder | $3,058 | $10,471-70.8% | $8,698-64.8% | $11,426-73.2% |