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 | $222,583 | $138,065+61.2% | $123,544+80.2% | $135,375+64.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.68% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.4pp |
| Employer contribution / active EE | $3,269 | $5,151-36.5% | $4,628-29.4% | $4,779-31.6% |
| Participant deferral / active EE | $7,263 | $6,799+6.8% | $6,426+13.0% | $5,609+29.5% |
| Admin fee / account holder | $881 | $10,916-91.9% | $9,284-90.5% | $10,827-91.9% |