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 | $175,982 | $138,044+27.5% | $125,339+40.4% | $134,475+30.9% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -13.72% | 750.33%-764.0pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $5,039 | $5,243-3.9% | $4,814+4.7% | $4,740+6.3% |
| Participant deferral / active EE | $13,961 | $7,799+79.0% | $7,446+87.5% | $6,400+118.1% |
| Admin fee / account holder | $19,933 | $11,571+72.3% | $10,010+99.1% | $11,426+74.5% |