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 | $224,602 | $138,044+62.7% | $125,339+79.2% | $134,475+67.0% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -15.14% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $6,641 | $5,243+26.7% | $4,814+38.0% | $4,740+40.1% |
| Participant deferral / active EE | $6,802 | $7,799-12.8% | $7,446-8.7% | $6,400+6.3% |
| Admin fee / account holder | $20,664 | $11,571+78.6% | $10,010+106.4% | $11,426+80.9% |