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 | $225,495 | $138,044+63.3% | $125,339+79.9% | $134,475+67.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -13.77% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $3,845 | $5,243-26.7% | $4,814-20.1% | $4,740-18.9% |
| Participant deferral / active EE | $11,144 | $7,799+42.9% | $7,446+49.7% | $6,400+74.1% |
| Admin fee / account holder | $22,697 | $11,571+96.1% | $10,010+126.8% | $11,426+98.6% |