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 | $219,695 | $138,044+59.1% | $125,339+75.3% | $134,475+63.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -11.20% | 750.33%-761.5pp | 572.05%-583.3pp | 417.96%-429.2pp |
| Employer contribution / active EE | $7,222 | $5,243+37.7% | $4,814+50.0% | $4,740+52.4% |
| Participant deferral / active EE | $8,709 | $7,799+11.7% | $7,446+17.0% | $6,400+36.1% |
| Admin fee / account holder | $26,145 | $11,571+125.9% | $10,010+161.2% | $11,426+128.8% |