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 | $174,937 | $138,044+26.7% | $125,339+39.6% | $134,475+30.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.43% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $4,870 | $5,243-7.1% | $4,814+1.2% | $4,740+2.8% |
| Participant deferral / active EE | $9,342 | $7,799+19.8% | $7,446+25.5% | $6,400+46.0% |
| Admin fee / account holder | $2,625 | $11,571-77.3% | $10,010-73.8% | $11,426-77.0% |