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 | $180,188 | $190,805-5.6% | $159,960+12.6% | $134,475+34.0% |
| Participation rate | 84.2% | 81.9%+2.3pp | 78.0%+6.3pp | 81.2%+3.0pp |
| Annual return | -9.67% | 552.23%-561.9pp | 408.60%-418.3pp | 417.96%-427.6pp |
| Employer contribution / active EE | $5,876 | $4,995+17.6% | $4,226+39.0% | $4,740+24.0% |
| Participant deferral / active EE | $11,272 | $6,923+62.8% | $6,182+82.3% | $6,400+76.1% |
| Admin fee / account holder | $1,786 | $10,471-82.9% | $8,698-79.5% | $11,426-84.4% |