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 5-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 | $231,321 | $142,344+62.5% | $119,609+93.4% | $134,475+72.0% |
| Participation rate | 95.7% | 82.8%+12.8pp | 79.3%+16.4pp | 81.2%+14.4pp |
| Annual return | 129.90% | -12.44%+142.3pp | -14.97%+144.9pp | 417.96%-288.1pp |
| Employer contribution / active EE | $17,219 | $5,222+229.7% | $4,232+306.9% | $4,740+263.3% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,454 | $13,584-74.6% | $10,323-66.5% | $11,426-69.8% |