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 | $220,306 | $138,065+59.6% | $123,544+78.3% | $135,375+62.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.19% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,797 | $5,151-45.7% | $4,628-39.6% | $4,779-41.5% |
| Participant deferral / active EE | $8,823 | $6,799+29.8% | $6,426+37.3% | $5,609+57.3% |
| Admin fee / account holder | $108,670 | $10,916+895.5% | $9,284+1070.5% | $10,827+903.7% |