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 | $188,769 | $138,065+36.7% | $123,544+52.8% | $135,375+39.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.73% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $6,596 | $5,151+28.0% | $4,628+42.5% | $4,779+38.0% |
| Participant deferral / active EE | $20,337 | $6,799+199.1% | $6,426+216.5% | $5,609+262.6% |
| Admin fee / account holder | $38,366 | $10,916+251.5% | $9,284+313.3% | $10,827+254.3% |