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 | $247,804 | $138,065+79.5% | $123,544+100.6% | $135,375+83.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.10% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,290 | $5,151+2.7% | $4,628+14.3% | $4,779+10.7% |
| Participant deferral / active EE | $17,036 | $6,799+150.6% | $6,426+165.1% | $5,609+203.7% |
| Admin fee / account holder | $46,120 | $10,916+322.5% | $9,284+396.8% | $10,827+326.0% |