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 | $178,647 | $160,055+11.6% | $140,016+27.6% | $135,375+32.0% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -6.47% | 911.38%-917.9pp | 651.12%-657.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $22,545 | $6,420+251.2% | $5,606+302.2% | $4,779+371.8% |
| Participant deferral / active EE | $8,476 | $7,642+10.9% | $6,927+22.4% | $5,609+51.1% |
| Admin fee / account holder | $35,728 | $13,328+168.1% | $10,705+233.7% | $10,827+230.0% |