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 | $197,497 | $168,632+17.1% | $147,614+33.8% | $125,391+57.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.40% | 77.65%-81.0pp | 61.98%-65.4pp | 282.22%-285.6pp |
| Employer contribution / active EE | $9,088 | $6,252+45.4% | $5,564+63.3% | $4,866+86.8% |
| Participant deferral / active EE | $3,866 | $5,507-29.8% | $4,895-21.0% | $5,352-27.8% |
| Admin fee / account holder | $8,163 | $13,580-39.9% | $11,611-29.7% | $9,540-14.4% |