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 | $174,709 | $138,044+26.6% | $125,339+39.4% | $134,475+29.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.08% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,760 | $5,243-9.2% | $4,814-1.1% | $4,740+0.4% |
| Participant deferral / active EE | $11,034 | $7,799+41.5% | $7,446+48.2% | $6,400+72.4% |
| Admin fee / account holder | $21,001 | $11,571+81.5% | $10,010+109.8% | $11,426+83.8% |