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 | $206,765 | $138,044+49.8% | $125,339+65.0% | $134,475+53.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.33% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $7,965 | $5,243+51.9% | $4,814+65.5% | $4,740+68.1% |
| Participant deferral / active EE | $7,421 | $7,799-4.8% | $7,446-0.3% | $6,400+16.0% |
| Admin fee / account holder | $80,855 | $11,571+598.8% | $10,010+707.8% | $11,426+607.6% |