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 | $175,163 | $138,044+26.9% | $125,339+39.8% | $134,475+30.3% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -16.98% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,716 | $5,243-10.1% | $4,814-2.0% | $4,740-0.5% |
| Participant deferral / active EE | $15,468 | $7,799+98.3% | $7,446+107.7% | $6,400+141.7% |
| Admin fee / account holder | $5,736 | $11,571-50.4% | $10,010-42.7% | $11,426-49.8% |