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 | $195,474 | $135,635+44.1% | $110,238+77.3% | $135,375+44.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.80% | 513.19%-518.0pp | 314.74%-319.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $5,158 | $4,906+5.1% | $3,826+34.8% | $4,779+7.9% |
| Participant deferral / active EE | $6,600 | $5,506+19.9% | $4,672+41.3% | $5,609+17.7% |
| Admin fee / account holder | $28,015 | $11,457+144.5% | $8,547+227.8% | $10,827+158.8% |