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 | $237,300 | $138,044+71.9% | $125,339+89.3% | $134,475+76.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.46% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,714 | $5,243-67.3% | $4,814-64.4% | $4,740-63.8% |
| Participant deferral / active EE | $5,572 | $7,799-28.6% | $7,446-25.2% | $6,400-12.9% |
| Admin fee / account holder | $11,570 | $11,5710% | $10,010+15.6% | $11,426+1.3% |