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 9-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 | $175,779 | $135,635+29.6% | $110,238+59.5% | $135,375+29.8% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.8%+14.9pp | 82.6%+12.1pp |
| Annual return | -5.63% | 513.19%-518.8pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $8,929 | $4,906+82.0% | $3,826+133.3% | $4,779+86.8% |
| Participant deferral / active EE | $13,036 | $5,506+136.7% | $4,672+179.0% | $5,609+132.4% |
| Admin fee / account holder | $1,037 | $11,457-91.0% | $8,547-87.9% | $10,827-90.4% |