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 | $238,804 | $97,757+144.3% | $83,848+184.8% | $135,375+76.4% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -8.17% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $9,064 | $4,222+114.7% | $3,631+149.6% | $4,779+89.7% |
| Participant deferral / active EE | $16,638 | $4,682+255.3% | $4,082+307.6% | $5,609+196.6% |
| Admin fee / account holder | $11,791 | $6,674+76.7% | $5,478+115.2% | $10,827+8.9% |