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 | $204,930 | $138,065+48.4% | $123,544+65.9% | $135,375+51.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.06% | 153.68%-157.7pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,780 | $5,151-26.6% | $4,628-18.3% | $4,779-20.9% |
| Participant deferral / active EE | $4,449 | $6,799-34.6% | $6,426-30.8% | $5,609-20.7% |
| Admin fee / account holder | $96,643 | $10,916+785.4% | $9,284+941.0% | $10,827+792.6% |