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 | $235,189 | $160,055+46.9% | $140,016+68.0% | $135,375+73.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -2.10% | 911.38%-913.5pp | 651.12%-653.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $4,521 | $6,420-29.6% | $5,606-19.3% | $4,779-5.4% |
| Participant deferral / active EE | $9,012 | $7,642+17.9% | $6,927+30.1% | $5,609+60.7% |
| Admin fee / account holder | $11,238 | $13,328-15.7% | $10,705+5.0% | $10,827+3.8% |