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 | $211,574 | $138,065+53.2% | $123,544+71.3% | $135,375+56.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.04% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $7,260 | $5,151+40.9% | $4,628+56.9% | $4,779+51.9% |
| Participant deferral / active EE | $16,834 | $6,799+147.6% | $6,426+162.0% | $5,609+200.1% |
| Admin fee / account holder | $5,511 | $10,916-49.5% | $9,284-40.6% | $10,827-49.1% |