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 | $195,179 | $138,044+41.4% | $125,339+55.7% | $134,475+45.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -11.50% | 750.33%-761.8pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,510 | $5,243-71.2% | $4,814-68.6% | $4,740-68.1% |
| Participant deferral / active EE | $9,242 | $7,799+18.5% | $7,446+24.1% | $6,400+44.4% |
| Admin fee / account holder | $40,048 | $11,571+246.1% | $10,010+300.1% | $11,426+250.5% |