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 | $237,360 | $135,635+75.0% | $110,238+115.3% | $135,375+75.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.33% | 513.19%-517.5pp | 314.74%-319.1pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,549 | $4,906-48.1% | $3,826-33.4% | $4,779-46.7% |
| Participant deferral / active EE | $8,330 | $5,506+51.3% | $4,672+78.3% | $5,609+48.5% |
| Admin fee / account holder | $3,275 | $11,457-71.4% | $8,547-61.7% | $10,827-69.7% |