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 | $142,632 | $168,632-15.4% | $147,614-3.4% | $125,391+13.7% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -2.25% | 77.65%-79.9pp | 61.98%-64.2pp | 282.22%-284.5pp |
| Employer contribution / active EE | $3,302 | $6,252-47.2% | $5,564-40.7% | $4,866-32.1% |
| Participant deferral / active EE | $7,423 | $5,507+34.8% | $4,895+51.6% | $5,352+38.7% |
| Admin fee / account holder | $1,032 | $13,580-92.4% | $11,611-91.1% | $9,540-89.2% |