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 | $195,230 | $138,065+41.4% | $123,544+58.0% | $135,375+44.2% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -7.37% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $5,236 | $5,151+1.6% | $4,628+13.1% | $4,779+9.6% |
| Participant deferral / active EE | $10,267 | $6,799+51.0% | $6,426+59.8% | $5,609+83.0% |
| Admin fee / account holder | $1,033 | $10,916-90.5% | $9,284-88.9% | $10,827-90.5% |