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 | $227,350 | $160,055+42.0% | $140,016+62.4% | $135,375+67.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.64% | 911.38%-920.0pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $5,268 | $6,420-17.9% | $5,606-6.0% | $4,779+10.2% |
| Participant deferral / active EE | $18,070 | $7,642+136.5% | $6,927+160.9% | $5,609+222.2% |
| Admin fee / account holder | $9,257 | $13,328-30.5% | $10,705-13.5% | $10,827-14.5% |