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 | $159,188 | $138,044+15.3% | $125,339+27.0% | $134,475+18.4% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -14.24% | 750.33%-764.6pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,761 | $5,243-66.4% | $4,814-63.4% | $4,740-62.8% |
| Participant deferral / active EE | $6,418 | $7,799-17.7% | $7,446-13.8% | $6,400+0.3% |
| Admin fee / account holder | $7,490 | $11,571-35.3% | $10,010-25.2% | $11,426-34.4% |