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 | $199,703 | $92,703+115.4% | $82,719+141.4% | $134,475+48.5% |
| Participation rate | 91.3% | 75.2%+16.1pp | 72.6%+18.8pp | 81.2%+10.1pp |
| Annual return | -9.75% | 944.92%-954.7pp | 701.18%-710.9pp | 417.96%-427.7pp |
| Employer contribution / active EE | $6,639 | $3,274+102.8% | $3,009+120.6% | $4,740+40.1% |
| Participant deferral / active EE | $4,965 | $4,802+3.4% | $4,395+13.0% | $6,400-22.4% |
| Admin fee / account holder | $14,984 | $5,983+150.5% | $5,329+181.2% | $11,426+31.1% |