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 | $222,589 | $180,449+23.4% | $154,107+44.4% | $135,375+64.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -2.32% | 888.09%-890.4pp | 735.12%-737.4pp | 519.73%-522.1pp |
| Employer contribution / active EE | $3,131 | $6,035-48.1% | $5,298-40.9% | $4,779-34.5% |
| Participant deferral / active EE | $10,596 | $5,806+82.5% | $5,081+108.6% | $5,609+88.9% |
| Admin fee / account holder | $50,699 | $16,143+214.1% | $13,411+278.0% | $10,827+368.3% |