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 | $175,615 | $138,044+27.2% | $125,339+40.1% | $134,475+30.6% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -12.87% | 750.33%-763.2pp | 572.05%-584.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $4,985 | $5,243-4.9% | $4,814+3.6% | $4,740+5.2% |
| Participant deferral / active EE | $10,197 | $7,799+30.8% | $7,446+36.9% | $6,400+59.3% |
| Admin fee / account holder | $8,534 | $11,571-26.2% | $10,010-14.7% | $11,426-25.3% |