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 | $197,165 | $138,044+42.8% | $125,339+57.3% | $134,475+46.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.14% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $18,455 | $5,243+252.0% | $4,814+283.4% | $4,740+289.4% |
| Participant deferral / active EE | $10,488 | $7,799+34.5% | $7,446+40.8% | $6,400+63.9% |
| Admin fee / account holder | $16,045 | $11,571+38.7% | $10,010+60.3% | $11,426+40.4% |