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 | $220,623 | $180,449+22.3% | $154,107+43.2% | $135,375+63.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.37% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,952 | $6,035-34.5% | $5,298-25.4% | $4,779-17.3% |
| Participant deferral / active EE | $11,675 | $5,806+101.1% | $5,081+129.8% | $5,609+108.2% |
| Admin fee / account holder | $1,435 | $16,143-91.1% | $13,411-89.3% | $10,827-86.7% |