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 | $223,081 | $180,449+23.6% | $154,107+44.8% | $135,375+64.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.14% | 888.09%-893.2pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $5,683 | $6,035-5.8% | $5,298+7.3% | $4,779+18.9% |
| Participant deferral / active EE | $4,194 | $5,806-27.8% | $5,081-17.4% | $5,609-25.2% |
| Admin fee / account holder | $2,965 | $16,143-81.6% | $13,411-77.9% | $10,827-72.6% |