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 | $152,629 | $138,044+10.6% | $125,339+21.8% | $134,475+13.5% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -18.92% | 750.33%-769.2pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $13,826 | $5,243+163.7% | $4,814+187.2% | $4,740+191.7% |
| Participant deferral / active EE | $10,715 | $7,799+37.4% | $7,446+43.9% | $6,400+67.4% |
| Admin fee / account holder | $1,207 | $11,571-89.6% | $10,010-87.9% | $11,426-89.4% |