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 | $169,126 | $138,044+22.5% | $125,339+34.9% | $134,475+25.8% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -17.79% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,345 | $5,243-55.3% | $4,814-51.3% | $4,740-50.5% |
| Participant deferral / active EE | $10,418 | $7,799+33.6% | $7,446+39.9% | $6,400+62.8% |
| Admin fee / account holder | $53,688 | $11,571+364.0% | $10,010+436.4% | $11,426+369.9% |