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 | $193,664 | $180,449+7.3% | $154,107+25.7% | $135,375+43.1% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -4.14% | 888.09%-892.2pp | 735.12%-739.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $4,741 | $6,035-21.4% | $5,298-10.5% | $4,779-0.8% |
| Participant deferral / active EE | $6,467 | $5,806+11.4% | $5,081+27.3% | $5,609+15.3% |
| Admin fee / account holder | $26,426 | $16,143+63.7% | $13,411+97.0% | $10,827+144.1% |