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 | $165,168 | $92,703+78.2% | $82,719+99.7% | $134,475+22.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -15.71% | 944.92%-960.6pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $18,965 | $3,274+479.3% | $3,009+530.3% | $4,740+300.1% |
| Participant deferral / active EE | $9,438 | $4,802+96.5% | $4,395+114.7% | $6,400+47.5% |
| Admin fee / account holder | $5,346 | $5,983-10.6% | $5,329+0.3% | $11,426-53.2% |