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 | $180,352 | $138,065+30.6% | $123,544+46.0% | $135,375+33.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.15% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $5,556 | $5,151+7.8% | $4,628+20.0% | $4,779+16.3% |
| Participant deferral / active EE | $11,933 | $6,799+75.5% | $6,426+85.7% | $5,609+112.8% |
| Admin fee / account holder | $6,569 | $10,916-39.8% | $9,284-29.2% | $10,827-39.3% |