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 | $218,600 | $138,044+58.4% | $125,339+74.4% | $134,475+62.6% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -18.39% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,269 | $5,243-18.6% | $4,814-11.3% | $4,740-9.9% |
| Participant deferral / active EE | $12,294 | $7,799+57.6% | $7,446+65.1% | $6,400+92.1% |
| Admin fee / account holder | $14,157 | $11,571+22.3% | $10,010+41.4% | $11,426+23.9% |