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 | $166,718 | $138,044+20.8% | $125,339+33.0% | $134,475+24.0% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -16.55% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,934 | $5,243-44.0% | $4,814-39.0% | $4,740-38.1% |
| Participant deferral / active EE | $7,940 | $7,799+1.8% | $7,446+6.6% | $6,400+24.1% |
| Admin fee / account holder | $28,501 | $11,571+146.3% | $10,010+184.7% | $11,426+149.4% |