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 | $164,070 | $138,065+18.8% | $123,544+32.8% | $135,375+21.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.41% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,036 | $5,151-21.7% | $4,628-12.8% | $4,779-15.6% |
| Participant deferral / active EE | $9,982 | $6,799+46.8% | $6,426+55.4% | $5,609+78.0% |
| Admin fee / account holder | $1,477 | $10,916-86.5% | $9,284-84.1% | $10,827-86.4% |