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 | $194,022 | $147,727+31.3% | $115,756+67.6% | $134,475+44.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -18.77% | 73.96%-92.7pp | 143.14%-161.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,166 | $4,713-54.0% | $3,793-42.9% | $4,740-54.3% |
| Participant deferral / active EE | $11,069 | $7,563+46.4% | $6,254+77.0% | $6,400+73.0% |
| Admin fee / account holder | $4,742 | $14,571-67.5% | $8,124-41.6% | $11,426-58.5% |