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 | $211,890 | $106,543+98.9% | $91,220+132.3% | $134,475+57.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -12.31% | 160.60%-172.9pp | 114.01%-126.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,627 | $3,331+8.9% | $2,850+27.3% | $4,740-23.5% |
| Participant deferral / active EE | $13,966 | $4,719+196.0% | $4,234+229.9% | $6,400+118.2% |
| Admin fee / account holder | $76,837 | $6,231+1133.2% | $5,420+1317.8% | $11,426+572.5% |