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 | $170,877 | $138,044+23.8% | $125,339+36.3% | $134,475+27.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.30% | 750.33%-767.6pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,750 | $5,243-28.5% | $4,814-22.1% | $4,740-20.9% |
| Participant deferral / active EE | $10,250 | $7,799+31.4% | $7,446+37.7% | $6,400+60.2% |
| Admin fee / account holder | $2,052 | $11,571-82.3% | $10,010-79.5% | $11,426-82.0% |