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 | $173,100 | $138,065+25.4% | $123,544+40.1% | $135,375+27.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.14% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $5,806 | $5,151+12.7% | $4,628+25.5% | $4,779+21.5% |
| Participant deferral / active EE | $6,830 | $6,799+0.4% | $6,426+6.3% | $5,609+21.8% |
| Admin fee / account holder | $810 | $10,916-92.6% | $9,284-91.3% | $10,827-92.5% |