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 | $212,809 | $138,065+54.1% | $123,544+72.3% | $135,375+57.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.70% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $4,011 | $5,151-22.1% | $4,628-13.3% | $4,779-16.1% |
| Participant deferral / active EE | $12,250 | $6,799+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $7,537 | $10,916-31.0% | $9,284-18.8% | $10,827-30.4% |