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 | $183,795 | $180,449+1.9% | $154,107+19.3% | $135,375+35.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.13% | 888.09%-893.2pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $11,830 | $6,035+96.0% | $5,298+123.3% | $4,779+147.6% |
| Participant deferral / active EE | $6,425 | $5,806+10.7% | $5,081+26.5% | $5,609+14.6% |
| Admin fee / account holder | $1,795 | $16,143-88.9% | $13,411-86.6% | $10,827-83.4% |