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 | $193,234 | $138,044+40.0% | $125,339+54.2% | $134,475+43.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.48% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $972 | $5,243-81.5% | $4,814-79.8% | $4,740-79.5% |
| Participant deferral / active EE | $16,913 | $7,799+116.9% | $7,446+127.1% | $6,400+164.3% |
| Admin fee / account holder | $422 | $11,571-96.3% | $10,010-95.8% | $11,426-96.3% |