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 | $184,005 | $190,805-3.6% | $159,960+15.0% | $134,475+36.8% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -13.27% | 552.23%-565.5pp | 408.60%-421.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,047 | $4,995-79.1% | $4,226-75.2% | $4,740-77.9% |
| Participant deferral / active EE | $8,241 | $6,923+19.0% | $6,182+33.3% | $6,400+28.8% |
| Admin fee / account holder | $30,453 | $10,471+190.8% | $8,698+250.1% | $11,426+166.5% |