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 | $172,041 | $138,044+24.6% | $125,339+37.3% | $134,475+27.9% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -12.80% | 750.33%-763.1pp | 572.05%-584.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,683 | $5,243-48.8% | $4,814-44.3% | $4,740-43.4% |
| Participant deferral / active EE | $4,784 | $7,799-38.7% | $7,446-35.8% | $6,400-25.2% |
| Admin fee / account holder | $8,648 | $11,571-25.3% | $10,010-13.6% | $11,426-24.3% |