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 | $184,189 | $160,055+15.1% | $140,016+31.5% | $135,375+36.1% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -6.23% | 911.38%-917.6pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,792 | $6,420-72.1% | $5,606-68.0% | $4,779-62.5% |
| Participant deferral / active EE | $7,290 | $7,642-4.6% | $6,927+5.2% | $5,609+30.0% |
| Admin fee / account holder | $495 | $13,328-96.3% | $10,705-95.4% | $10,827-95.4% |