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 | $181,073 | $138,044+31.2% | $125,339+44.5% | $134,475+34.7% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -16.89% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $5,600 | $5,243+6.8% | $4,814+16.3% | $4,740+18.2% |
| Participant deferral / active EE | $11,058 | $7,799+41.8% | $7,446+48.5% | $6,400+72.8% |
| Admin fee / account holder | $29,682 | $11,571+156.5% | $10,010+196.5% | $11,426+159.8% |