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 | $195,697 | $135,635+44.3% | $110,238+77.5% | $135,375+44.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.92% | 513.19%-516.1pp | 314.74%-317.7pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,562 | $4,906-47.8% | $3,826-33.1% | $4,779-46.4% |
| Participant deferral / active EE | $7,342 | $5,506+33.3% | $4,672+57.2% | $5,609+30.9% |
| Admin fee / account holder | $1,901 | $11,457-83.4% | $8,547-77.8% | $10,827-82.4% |