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 | $194,379 | $138,044+40.8% | $125,339+55.1% | $134,475+44.5% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -17.97% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,223 | $5,243-38.5% | $4,814-33.0% | $4,740-32.0% |
| Participant deferral / active EE | $10,226 | $7,799+31.1% | $7,446+37.3% | $6,400+59.8% |
| Admin fee / account holder | $7,328 | $11,571-36.7% | $10,010-26.8% | $11,426-35.9% |