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 | $156,688 | $138,044+13.5% | $125,339+25.0% | $134,475+16.5% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | -20.01% | 750.33%-770.3pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $5,616 | $5,243+7.1% | $4,814+16.7% | $4,740+18.5% |
| Participant deferral / active EE | $9,831 | $7,799+26.1% | $7,446+32.0% | $6,400+53.6% |
| Admin fee / account holder | $2,412 | $11,571-79.2% | $10,010-75.9% | $11,426-78.9% |