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 | $176,628 | $138,044+28.0% | $125,339+40.9% | $134,475+31.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -18.82% | 750.33%-769.1pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,847 | $5,243-7.6% | $4,814+0.7% | $4,740+2.3% |
| Participant deferral / active EE | $11,346 | $7,799+45.5% | $7,446+52.4% | $6,400+77.3% |
| Admin fee / account holder | $1,548 | $11,571-86.6% | $10,010-84.5% | $11,426-86.5% |