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 | $197,592 | $138,065+43.1% | $123,544+59.9% | $135,375+46.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.14% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $4,313 | $5,151-16.3% | $4,628-6.8% | $4,779-9.7% |
| Participant deferral / active EE | $7,641 | $6,799+12.4% | $6,426+18.9% | $5,609+36.2% |
| Admin fee / account holder | $36,789 | $10,916+237.0% | $9,284+296.3% | $10,827+239.8% |