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 | $198,809 | $138,065+44.0% | $123,544+60.9% | $135,375+46.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.80% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,280 | $5,151-55.7% | $4,628-50.7% | $4,779-52.3% |
| Participant deferral / active EE | $6,324 | $6,799-7.0% | $6,426-1.6% | $5,609+12.7% |
| Admin fee / account holder | $2,789 | $10,916-74.5% | $9,284-70.0% | $10,827-74.2% |