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 | $147,435 | $138,065+6.8% | $123,544+19.3% | $135,375+8.9% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -9.12% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $5,283 | $5,151+2.6% | $4,628+14.2% | $4,779+10.5% |
| Participant deferral / active EE | $7,075 | $6,799+4.1% | $6,426+10.1% | $5,609+26.1% |
| Admin fee / account holder | $601 | $10,916-94.5% | $9,284-93.5% | $10,827-94.5% |