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 9-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 | $181,826 | $138,065+31.7% | $123,544+47.2% | $135,375+34.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.64% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $5,770 | $5,151+12.0% | $4,628+24.7% | $4,779+20.7% |
| Participant deferral / active EE | $10,068 | $6,799+48.1% | $6,426+56.7% | $5,609+79.5% |
| Admin fee / account holder | $6,954 | $10,916-36.3% | $9,284-25.1% | $10,827-35.8% |