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 | $200,611 | $168,632+19.0% | $147,614+35.9% | $125,391+60.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.08% | 77.65%-78.7pp | 61.98%-63.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $8,806 | $6,252+40.9% | $5,564+58.3% | $4,866+81.0% |
| Participant deferral / active EE | $7,304 | $5,507+32.6% | $4,895+49.2% | $5,352+36.5% |
| Admin fee / account holder | $2,827 | $13,580-79.2% | $11,611-75.7% | $9,540-70.4% |