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 | $157,215 | $138,044+13.9% | $125,339+25.4% | $134,475+16.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -14.54% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,948 | $5,243-62.8% | $4,814-59.5% | $4,740-58.9% |
| Participant deferral / active EE | $15,593 | $7,799+99.9% | $7,446+109.4% | $6,400+143.7% |
| Admin fee / account holder | $53,799 | $11,571+364.9% | $10,010+437.5% | $11,426+370.9% |