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 | $183,123 | $97,757+87.3% | $83,848+118.4% | $135,375+35.3% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | -0.46% | 1287.37%-1287.8pp | 850.88%-851.3pp | 519.73%-520.2pp |
| Employer contribution / active EE | $4,460 | $4,222+5.6% | $3,631+22.8% | $4,779-6.7% |
| Participant deferral / active EE | $11,755 | $4,682+151.1% | $4,082+188.0% | $5,609+109.6% |
| Admin fee / account holder | $5,351 | $6,674-19.8% | $5,478-2.3% | $10,827-50.6% |