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 | $220,545 | $180,449+22.2% | $154,107+43.1% | $135,375+62.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.73% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.5pp |
| Employer contribution / active EE | $4,166 | $6,035-31.0% | $5,298-21.4% | $4,779-12.8% |
| Participant deferral / active EE | $7,073 | $5,806+21.8% | $5,081+39.2% | $5,609+26.1% |
| Admin fee / account holder | $1,915 | $16,143-88.1% | $13,411-85.7% | $10,827-82.3% |