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 | $240,077 | $135,635+77.0% | $110,238+117.8% | $135,375+77.3% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | -4.21% | 513.19%-517.4pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,985 | $4,906-39.2% | $3,826-22.0% | $4,779-37.5% |
| Participant deferral / active EE | $5,991 | $5,506+8.8% | $4,672+28.2% | $5,609+6.8% |
| Admin fee / account holder | $8,565 | $11,457-25.2% | $8,547+0.2% | $10,827-20.9% |