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 | $175,232 | $180,449-2.9% | $154,107+13.7% | $135,375+29.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -5.79% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $8,207 | $6,035+36.0% | $5,298+54.9% | $4,779+71.7% |
| Participant deferral / active EE | $7,876 | $5,806+35.6% | $5,081+55.0% | $5,609+40.4% |
| Admin fee / account holder | $1,930 | $16,143-88.0% | $13,411-85.6% | $10,827-82.2% |