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 | $195,821 | $97,757+100.3% | $83,848+133.5% | $135,375+44.7% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -1.49% | 1287.37%-1288.9pp | 850.88%-852.4pp | 519.73%-521.2pp |
| Employer contribution / active EE | $4,330 | $4,222+2.6% | $3,631+19.3% | $4,779-9.4% |
| Participant deferral / active EE | $12,675 | $4,682+170.7% | $4,082+210.5% | $5,609+126.0% |
| Admin fee / account holder | $84,188 | $6,674+1161.5% | $5,478+1436.8% | $10,827+677.6% |