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 | $186,597 | $135,635+37.6% | $110,238+69.3% | $135,375+37.8% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.8%+15.6pp | 82.6%+12.8pp |
| Annual return | -4.26% | 513.19%-517.4pp | 314.74%-319.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $5,293 | $4,906+7.9% | $3,826+38.3% | $4,779+10.8% |
| Participant deferral / active EE | $5,660 | $5,506+2.8% | $4,672+21.2% | $5,609+0.9% |
| Admin fee / account holder | $317 | $11,457-97.2% | $8,547-96.3% | $10,827-97.1% |