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 | $118,773 | $138,044-14.0% | $125,339-5.2% | $134,475-11.7% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -14.84% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $9,283 | $5,243+77.0% | $4,814+92.8% | $4,740+95.9% |
| Participant deferral / active EE | $11,655 | $7,799+49.4% | $7,446+56.5% | $6,400+82.1% |
| Admin fee / account holder | $15,471 | $11,571+33.7% | $10,010+54.6% | $11,426+35.4% |