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 | $168,450 | $138,044+22.0% | $125,339+34.4% | $134,475+25.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -18.51% | 750.33%-768.8pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $6,229 | $5,243+18.8% | $4,814+29.4% | $4,740+31.4% |
| Participant deferral / active EE | $18,646 | $7,799+139.1% | $7,446+150.4% | $6,400+191.3% |
| Admin fee / account holder | $3,730 | $11,571-67.8% | $10,010-62.7% | $11,426-67.4% |