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 | $150,555 | $138,065+9.0% | $123,544+21.9% | $135,375+11.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -3.93% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,114 | $5,151-78.4% | $4,628-75.9% | $4,779-76.7% |
| Participant deferral / active EE | $8,965 | $6,799+31.9% | $6,426+39.5% | $5,609+59.8% |
| Admin fee / account holder | $20,356 | $10,916+86.5% | $9,284+119.3% | $10,827+88.0% |