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 | $179,038 | $160,055+11.9% | $140,016+27.9% | $135,375+32.3% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.5%+7.5pp | 82.6%+12.4pp |
| Annual return | -8.51% | 911.38%-919.9pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $5,119 | $6,420-20.3% | $5,606-8.7% | $4,779+7.1% |
| Participant deferral / active EE | $7,007 | $7,642-8.3% | $6,927+1.1% | $5,609+24.9% |
| Admin fee / account holder | $2,850 | $13,328-78.6% | $10,705-73.4% | $10,827-73.7% |