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 | $182,297 | $138,044+32.1% | $125,339+45.4% | $134,475+35.6% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -20.27% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,712 | $5,243-29.2% | $4,814-22.9% | $4,740-21.7% |
| Participant deferral / active EE | $9,758 | $7,799+25.1% | $7,446+31.0% | $6,400+52.5% |
| Admin fee / account holder | $1,478 | $11,571-87.2% | $10,010-85.2% | $11,426-87.1% |