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 9-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 | $222,203 | $190,805+16.5% | $159,960+38.9% | $134,475+65.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.51% | 552.23%-569.7pp | 408.60%-426.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $22,275 | $4,995+345.9% | $4,226+427.1% | $4,740+370.0% |
| Participant deferral / active EE | $13,875 | $6,923+100.4% | $6,182+124.4% | $6,400+116.8% |
| Admin fee / account holder | $2,440 | $10,471-76.7% | $8,698-71.9% | $11,426-78.6% |