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 | $232,379 | $180,449+28.8% | $154,107+50.8% | $135,375+71.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.07% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $7,521 | $6,035+24.6% | $5,298+42.0% | $4,779+57.4% |
| Participant deferral / active EE | $5,126 | $5,806-11.7% | $5,081+0.9% | $5,609-8.6% |
| Admin fee / account holder | $8,882 | $16,143-45.0% | $13,411-33.8% | $10,827-18.0% |