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 | $164,957 | $138,044+19.5% | $125,339+31.6% | $134,475+22.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.76% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,539 | $5,243-32.5% | $4,814-26.5% | $4,740-25.3% |
| Participant deferral / active EE | $11,512 | $7,799+47.6% | $7,446+54.6% | $6,400+79.9% |
| Admin fee / account holder | $2,188 | $11,571-81.1% | $10,010-78.1% | $11,426-80.8% |