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 | $189,937 | $138,044+37.6% | $125,339+51.5% | $134,475+41.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.52% | 750.33%-767.8pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,215 | $5,243-38.7% | $4,814-33.2% | $4,740-32.2% |
| Participant deferral / active EE | $7,013 | $7,799-10.1% | $7,446-5.8% | $6,400+9.6% |
| Admin fee / account holder | $20,107 | $11,571+73.8% | $10,010+100.9% | $11,426+76.0% |