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 | $206,614 | $138,065+49.7% | $123,544+67.2% | $135,375+52.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.25% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,217 | $5,151-57.0% | $4,628-52.1% | $4,779-53.6% |
| Participant deferral / active EE | $13,325 | $6,799+96.0% | $6,426+107.4% | $5,609+137.6% |
| Admin fee / account holder | $35,519 | $10,916+225.4% | $9,284+282.6% | $10,827+228.1% |