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 | $228,317 | $138,044+65.4% | $125,339+82.2% | $134,475+69.8% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -19.75% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,465 | $5,243-33.9% | $4,814-28.0% | $4,740-26.9% |
| Participant deferral / active EE | $7,961 | $7,799+2.1% | $7,446+6.9% | $6,400+24.4% |
| Admin fee / account holder | $53,888 | $11,571+365.7% | $10,010+438.4% | $11,426+371.6% |