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 | $249,216 | $138,065+80.5% | $123,544+101.7% | $135,375+84.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.34% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,106 | $5,151-20.3% | $4,628-11.3% | $4,779-14.1% |
| Participant deferral / active EE | $16,010 | $6,799+135.5% | $6,426+149.2% | $5,609+185.4% |
| Admin fee / account holder | $839 | $10,916-92.3% | $9,284-91.0% | $10,827-92.3% |