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 7-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 | $197,073 | $138,044+42.8% | $125,339+57.2% | $134,475+46.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.09% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,814 | $5,243-27.3% | $4,814-20.8% | $4,740-19.5% |
| Participant deferral / active EE | $8,997 | $7,799+15.4% | $7,446+20.8% | $6,400+40.6% |
| Admin fee / account holder | $2,400 | $11,571-79.3% | $10,010-76.0% | $11,426-79.0% |