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 | $247,636 | $138,044+79.4% | $125,339+97.6% | $134,475+84.2% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -17.09% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,349 | $5,243-17.0% | $4,814-9.6% | $4,740-8.2% |
| Participant deferral / active EE | $10,930 | $7,799+40.2% | $7,446+46.8% | $6,400+70.8% |
| Admin fee / account holder | $2,326 | $11,571-79.9% | $10,010-76.8% | $11,426-79.6% |