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 | $219,084 | $106,543+105.6% | $91,220+140.2% | $134,475+62.9% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -10.11% | 160.60%-170.7pp | 114.01%-124.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $7,497 | $3,331+125.1% | $2,850+163.0% | $4,740+58.2% |
| Participant deferral / active EE | $8,630 | $4,719+82.9% | $4,234+103.8% | $6,400+34.9% |
| Admin fee / account holder | $472 | $6,231-92.4% | $5,420-91.3% | $11,426-95.9% |