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 | $205,896 | $138,044+49.2% | $125,339+64.3% | $134,475+53.1% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -17.30% | 750.33%-767.6pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,264 | $5,243-37.7% | $4,814-32.2% | $4,740-31.1% |
| Participant deferral / active EE | $9,759 | $7,799+25.1% | $7,446+31.1% | $6,400+52.5% |
| Admin fee / account holder | $3,819 | $11,571-67.0% | $10,010-61.8% | $11,426-66.6% |