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 | $229,977 | $138,044+66.6% | $125,339+83.5% | $134,475+71.0% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -17.40% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,031 | $5,243-42.2% | $4,814-37.0% | $4,740-36.1% |
| Participant deferral / active EE | $9,344 | $7,799+19.8% | $7,446+25.5% | $6,400+46.0% |
| Admin fee / account holder | $11,996 | $11,571+3.7% | $10,010+19.9% | $11,426+5.0% |