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 | $208,933 | $168,632+23.9% | $147,614+41.5% | $125,391+66.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.28% | 77.65%-80.9pp | 61.98%-65.3pp | 282.22%-285.5pp |
| Employer contribution / active EE | $9,025 | $6,252+44.3% | $5,564+62.2% | $4,866+85.5% |
| Participant deferral / active EE | $3,834 | $5,507-30.4% | $4,895-21.7% | $5,352-28.4% |
| Admin fee / account holder | $12,951 | $13,580-4.6% | $11,611+11.5% | $9,540+35.7% |