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 | $248,642 | $168,632+47.4% | $147,614+68.4% | $125,391+98.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.50% | 77.65%-80.1pp | 61.98%-64.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $5,324 | $6,252-14.8% | $5,564-4.3% | $4,866+9.4% |
| Participant deferral / active EE | $5,191 | $5,507-5.7% | $4,895+6.0% | $5,352-3.0% |
| Admin fee / account holder | $1,222 | $13,580-91.0% | $11,611-89.5% | $9,540-87.2% |