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 | $204,067 | $152,509+33.8% | $117,472+73.7% | $134,475+51.8% |
| Participation rate | 90.9% | 77.1%+13.8pp | 70.6%+20.3pp | 81.2%+9.7pp |
| Annual return | -15.41% | 52.99%-68.4pp | 29.74%-45.1pp | 417.96%-433.4pp |
| Employer contribution / active EE | $6,342 | $5,571+13.8% | $4,176+51.9% | $4,740+33.8% |
| Participant deferral / active EE | $9,760 | $4,818+102.6% | $4,070+139.8% | $6,400+52.5% |
| Admin fee / account holder | $854 | $7,004-87.8% | $5,645-84.9% | $11,426-92.5% |