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 | $232,046 | $138,065+68.1% | $123,544+87.8% | $135,375+71.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.24% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $8,331 | $5,151+61.7% | $4,628+80.0% | $4,779+74.3% |
| Participant deferral / active EE | $2,438 | $6,799-64.1% | $6,426-62.1% | $5,609-56.5% |
| Admin fee / account holder | $9,211 | $10,916-15.6% | $9,284-0.8% | $10,827-14.9% |