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 | $206,094 | $138,044+49.3% | $125,339+64.4% | $134,475+53.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.76% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $5,333 | $5,243+1.7% | $4,814+10.8% | $4,740+12.5% |
| Participant deferral / active EE | $4,647 | $7,799-40.4% | $7,446-37.6% | $6,400-27.4% |
| Admin fee / account holder | $8,819 | $11,571-23.8% | $10,010-11.9% | $11,426-22.8% |