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 | $196,600 | $138,065+42.4% | $123,544+59.1% | $135,375+45.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.81% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,174 | $5,151-38.4% | $4,628-31.4% | $4,779-33.6% |
| Participant deferral / active EE | $9,699 | $6,799+42.6% | $6,426+50.9% | $5,609+72.9% |
| Admin fee / account holder | $36,684 | $10,916+236.1% | $9,284+295.1% | $10,827+238.8% |