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 | $178,286 | $160,055+11.4% | $140,016+27.3% | $135,375+31.7% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -5.57% | 911.38%-916.9pp | 651.12%-656.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,806 | $6,420-40.7% | $5,606-32.1% | $4,779-20.4% |
| Participant deferral / active EE | $9,485 | $7,642+24.1% | $6,927+36.9% | $5,609+69.1% |
| Admin fee / account holder | $1,926 | $13,328-85.5% | $10,705-82.0% | $10,827-82.2% |