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 | $169,206 | $180,449-6.2% | $154,107+9.8% | $135,375+25.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -5.41% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $7,214 | $6,035+19.5% | $5,298+36.2% | $4,779+51.0% |
| Participant deferral / active EE | $4,252 | $5,806-26.8% | $5,081-16.3% | $5,609-24.2% |
| Admin fee / account holder | $1,319 | $16,143-91.8% | $13,411-90.2% | $10,827-87.8% |