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 | $198,492 | $160,055+24.0% | $140,016+41.8% | $135,375+46.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.47% | 911.38%-916.9pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $6,217 | $6,420-3.2% | $5,606+10.9% | $4,779+30.1% |
| Participant deferral / active EE | $5,862 | $7,642-23.3% | $6,927-15.4% | $5,609+4.5% |
| Admin fee / account holder | $515 | $13,328-96.1% | $10,705-95.2% | $10,827-95.2% |