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 | $199,986 | $138,044+44.9% | $125,339+59.6% | $134,475+48.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -19.92% | 750.33%-770.2pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $4,313 | $5,243-17.7% | $4,814-10.4% | $4,740-9.0% |
| Participant deferral / active EE | $9,683 | $7,799+24.2% | $7,446+30.0% | $6,400+51.3% |
| Admin fee / account holder | $11,061 | $11,571-4.4% | $10,010+10.5% | $11,426-3.2% |