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 | $237,423 | $138,044+72.0% | $125,339+89.4% | $134,475+76.6% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -8.40% | 750.33%-758.7pp | 572.05%-580.5pp | 417.96%-426.4pp |
| Employer contribution / active EE | $3,052 | $5,243-41.8% | $4,814-36.6% | $4,740-35.6% |
| Participant deferral / active EE | $7,664 | $7,799-1.7% | $7,446+2.9% | $6,400+19.7% |
| Admin fee / account holder | $1,722 | $11,571-85.1% | $10,010-82.8% | $11,426-84.9% |