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 | $143,840 | $138,065+4.2% | $123,544+16.4% | $135,375+6.3% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -2.40% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,075 | $5,151-59.7% | $4,628-55.2% | $4,779-56.6% |
| Participant deferral / active EE | $10,239 | $6,799+50.6% | $6,426+59.3% | $5,609+82.6% |
| Admin fee / account holder | $26,152 | $10,916+139.6% | $9,284+181.7% | $10,827+141.5% |