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 | $218,080 | $135,635+60.8% | $110,238+97.8% | $135,375+61.1% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.8%+15.6pp | 82.6%+12.8pp |
| Annual return | -4.21% | 513.19%-517.4pp | 314.74%-319.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,785 | $4,906-43.2% | $3,826-27.2% | $4,779-41.7% |
| Participant deferral / active EE | $12,209 | $5,506+121.7% | $4,672+161.3% | $5,609+117.7% |
| Admin fee / account holder | $8,646 | $11,457-24.5% | $8,547+1.2% | $10,827-20.1% |