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 | $212,022 | $138,044+53.6% | $125,339+69.2% | $134,475+57.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.78% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $10,687 | $5,243+103.8% | $4,814+122.0% | $4,740+125.5% |
| Participant deferral / active EE | $28,793 | $7,799+269.2% | $7,446+286.7% | $6,400+349.9% |
| Admin fee / account holder | $162,619 | $11,571+1305.4% | $10,010+1524.6% | $11,426+1323.2% |