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 | $233,046 | $190,805+22.1% | $159,960+45.7% | $134,475+73.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.51% | 552.23%-570.7pp | 408.60%-427.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,312 | $4,995-33.7% | $4,226-21.6% | $4,740-30.1% |
| Participant deferral / active EE | $9,450 | $6,923+36.5% | $6,182+52.9% | $6,400+47.7% |
| Admin fee / account holder | $2,599 | $10,471-75.2% | $8,698-70.1% | $11,426-77.3% |