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 8-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 | $193,950 | $138,065+40.5% | $123,544+57.0% | $135,375+43.3% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -5.54% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $4,109 | $5,151-20.2% | $4,628-11.2% | $4,779-14.0% |
| Participant deferral / active EE | $7,955 | $6,799+17.0% | $6,426+23.8% | $5,609+41.8% |
| Admin fee / account holder | $42,476 | $10,916+289.1% | $9,284+357.5% | $10,827+292.3% |