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 | $193,995 | $138,065+40.5% | $123,544+57.0% | $135,375+43.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.37% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,945 | $5,151-62.3% | $4,628-58.0% | $4,779-59.3% |
| Participant deferral / active EE | $9,925 | $6,799+46.0% | $6,426+54.5% | $5,609+77.0% |
| Admin fee / account holder | $1,945 | $10,916-82.2% | $9,284-79.0% | $10,827-82.0% |