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 | $196,603 | $138,065+42.4% | $123,544+59.1% | $135,375+45.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.61% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $13,135 | $5,151+155.0% | $4,628+183.8% | $4,779+174.9% |
| Participant deferral / active EE | $10,739 | $6,799+57.9% | $6,426+67.1% | $5,609+91.5% |
| Admin fee / account holder | $1,081 | $10,916-90.1% | $9,284-88.4% | $10,827-90.0% |