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 | $212,620 | $138,065+54.0% | $123,544+72.1% | $135,375+57.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.17% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,390 | $5,151-53.6% | $4,628-48.4% | $4,779-50.0% |
| Participant deferral / active EE | $3,438 | $6,799-49.4% | $6,426-46.5% | $5,609-38.7% |
| Admin fee / account holder | $1,608 | $10,916-85.3% | $9,284-82.7% | $10,827-85.1% |