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 7-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 | $212,427 | $138,044+53.9% | $125,339+69.5% | $134,475+58.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.38% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,147 | $5,243-59.1% | $4,814-55.4% | $4,740-54.7% |
| Participant deferral / active EE | $6,039 | $7,799-22.6% | $7,446-18.9% | $6,400-5.6% |
| Admin fee / account holder | $1,166 | $11,571-89.9% | $10,010-88.4% | $11,426-89.8% |