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 | $165,150 | $138,044+19.6% | $125,339+31.8% | $134,475+22.8% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.60% | 750.33%-767.9pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $14,771 | $5,243+181.7% | $4,814+206.9% | $4,740+211.6% |
| Participant deferral / active EE | $15,791 | $7,799+102.5% | $7,446+112.1% | $6,400+146.7% |
| Admin fee / account holder | $793 | $11,571-93.1% | $10,010-92.1% | $11,426-93.1% |