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 | $198,633 | $138,044+43.9% | $125,339+58.5% | $134,475+47.7% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -16.14% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,587 | $5,243-31.6% | $4,814-25.5% | $4,740-24.3% |
| Participant deferral / active EE | $12,489 | $7,799+60.1% | $7,446+67.7% | $6,400+95.1% |
| Admin fee / account holder | $62,094 | $11,571+436.6% | $10,010+520.3% | $11,426+443.4% |