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 | $203,060 | $138,065+47.1% | $123,544+64.4% | $135,375+50.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -4.75% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $16,527 | $5,151+220.8% | $4,628+257.1% | $4,779+245.8% |
| Participant deferral / active EE | $17,324 | $6,799+154.8% | $6,426+169.6% | $5,609+208.9% |
| Admin fee / account holder | $15,089 | $10,916+38.2% | $9,284+62.5% | $10,827+39.4% |