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 | $175,713 | $138,044+27.3% | $125,339+40.2% | $134,475+30.7% |
| Participation rate | 73.9% | 84.5%-10.6pp | 82.4%-8.5pp | 81.2%-7.3pp |
| Annual return | -16.78% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,938 | $5,243-24.9% | $4,814-18.2% | $4,740-16.9% |
| Participant deferral / active EE | $8,008 | $7,799+2.7% | $7,446+7.5% | $6,400+25.1% |
| Admin fee / account holder | $10,075 | $11,571-12.9% | $10,010+0.7% | $11,426-11.8% |