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 | $235,137 | $138,065+70.3% | $123,544+90.3% | $135,375+73.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.78% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $9,641 | $5,151+87.2% | $4,628+108.3% | $4,779+101.8% |
| Participant deferral / active EE | $12,202 | $6,799+79.5% | $6,426+89.9% | $5,609+117.6% |
| Admin fee / account holder | $5,308 | $10,916-51.4% | $9,284-42.8% | $10,827-51.0% |