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 | $171,965 | $160,055+7.4% | $140,016+22.8% | $135,375+27.0% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -2.70% | 911.38%-914.1pp | 651.12%-653.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $2,262 | $6,420-64.8% | $5,606-59.7% | $4,779-52.7% |
| Participant deferral / active EE | $9,930 | $7,642+29.9% | $6,927+43.3% | $5,609+77.0% |
| Admin fee / account holder | $1,399 | $13,328-89.5% | $10,705-86.9% | $10,827-87.1% |