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 | $148,722 | $138,044+7.7% | $125,339+18.7% | $134,475+10.6% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -17.77% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,266 | $5,243-18.6% | $4,814-11.4% | $4,740-10.0% |
| Participant deferral / active EE | $8,684 | $7,799+11.3% | $7,446+16.6% | $6,400+35.7% |
| Admin fee / account holder | $16,120 | $11,571+39.3% | $10,010+61.0% | $11,426+41.1% |