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 | $189,009 | $160,055+18.1% | $140,016+35.0% | $135,375+39.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.58% | 911.38%-918.0pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $5,563 | $6,420-13.4% | $5,606-0.8% | $4,779+16.4% |
| Participant deferral / active EE | $19,638 | $7,642+157.0% | $6,927+183.5% | $5,609+250.1% |
| Admin fee / account holder | $1,947 | $13,328-85.4% | $10,705-81.8% | $10,827-82.0% |