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 | $216,531 | $138,065+56.8% | $123,544+75.3% | $135,375+59.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.71% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,861 | $5,151-44.5% | $4,628-38.2% | $4,779-40.1% |
| Participant deferral / active EE | $5,483 | $6,799-19.4% | $6,426-14.7% | $5,609-2.2% |
| Admin fee / account holder | $9,099 | $10,916-16.6% | $9,284-2.0% | $10,827-16.0% |