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 | $194,650 | $97,757+99.1% | $83,848+132.1% | $135,375+43.8% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -0.79% | 1287.37%-1288.2pp | 850.88%-851.7pp | 519.73%-520.5pp |
| Employer contribution / active EE | $6,051 | $4,222+43.3% | $3,631+66.7% | $4,779+26.6% |
| Participant deferral / active EE | $6,284 | $4,682+34.2% | $4,082+53.9% | $5,609+12.0% |
| Admin fee / account holder | $132,657 | $6,674+1887.7% | $5,478+2321.6% | $10,827+1125.2% |