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 | $196,410 | $138,044+42.3% | $125,339+56.7% | $134,475+46.1% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -18.44% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,191 | $5,243-58.2% | $4,814-54.5% | $4,740-53.8% |
| Participant deferral / active EE | $7,888 | $7,799+1.1% | $7,446+5.9% | $6,400+23.2% |
| Admin fee / account holder | $6,774 | $11,571-41.5% | $10,010-32.3% | $11,426-40.7% |