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 | $196,662 | $138,044+42.5% | $125,339+56.9% | $134,475+46.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.32% | 750.33%-763.6pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,910 | $5,243-63.6% | $4,814-60.3% | $4,740-59.7% |
| Participant deferral / active EE | $9,100 | $7,799+16.7% | $7,446+22.2% | $6,400+42.2% |
| Admin fee / account holder | $146,044 | $11,571+1162.1% | $10,010+1359.0% | $11,426+1178.2% |