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 | $190,781 | $135,635+40.7% | $110,238+73.1% | $135,375+40.9% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -6.75% | 513.19%-519.9pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,155 | $4,906-15.3% | $3,826+8.6% | $4,779-13.1% |
| Participant deferral / active EE | $11,930 | $5,506+116.6% | $4,672+155.4% | $5,609+112.7% |
| Admin fee / account holder | $696 | $11,457-93.9% | $8,547-91.9% | $10,827-93.6% |