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 | $220,591 | $138,065+59.8% | $123,544+78.6% | $135,375+62.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.98% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $9,269 | $5,151+79.9% | $4,628+100.3% | $4,779+94.0% |
| Participant deferral / active EE | $28,150 | $6,799+314.0% | $6,426+338.1% | $5,609+401.9% |
| Admin fee / account holder | $6,892 | $10,916-36.9% | $9,284-25.8% | $10,827-36.3% |