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 6-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 | $182,777 | $138,044+32.4% | $125,339+45.8% | $134,475+35.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.89% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,393 | $5,243-73.4% | $4,814-71.1% | $4,740-70.6% |
| Participant deferral / active EE | $15,149 | $7,799+94.3% | $7,446+103.4% | $6,400+136.7% |
| Admin fee / account holder | $3,463 | $11,571-70.1% | $10,010-65.4% | $11,426-69.7% |