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 | $228,580 | $160,055+42.8% | $140,016+63.3% | $135,375+68.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -4.81% | 911.38%-916.2pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,474 | $6,420-77.0% | $5,606-73.7% | $4,779-69.2% |
| Participant deferral / active EE | $10,050 | $7,642+31.5% | $6,927+45.1% | $5,609+79.2% |
| Admin fee / account holder | $125,237 | $13,328+839.7% | $10,705+1069.8% | $10,827+1056.7% |