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 | $162,762 | $138,065+17.9% | $123,544+31.7% | $135,375+20.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.39% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $11,438 | $5,151+122.0% | $4,628+147.1% | $4,779+139.3% |
| Participant deferral / active EE | $4,462 | $6,799-34.4% | $6,426-30.6% | $5,609-20.5% |
| Admin fee / account holder | $573 | $10,916-94.7% | $9,284-93.8% | $10,827-94.7% |