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 | $216,627 | $138,044+56.9% | $125,339+72.8% | $134,475+61.1% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -17.12% | 750.33%-767.4pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $13,040 | $5,243+148.7% | $4,814+170.9% | $4,740+175.1% |
| Participant deferral / active EE | $15,716 | $7,799+101.5% | $7,446+111.1% | $6,400+145.6% |
| Admin fee / account holder | $6,339 | $11,571-45.2% | $10,010-36.7% | $11,426-44.5% |