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 | $205,896 | $190,805+7.9% | $159,960+28.7% | $134,475+53.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.97% | 552.23%-570.2pp | 408.60%-426.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,380 | $4,995-52.3% | $4,226-43.7% | $4,740-49.8% |
| Participant deferral / active EE | $7,384 | $6,923+6.7% | $6,182+19.4% | $6,400+15.4% |
| Admin fee / account holder | $2,676 | $10,471-74.4% | $8,698-69.2% | $11,426-76.6% |