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 | $168,319 | $138,065+21.9% | $123,544+36.2% | $135,375+24.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.67% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,544 | $5,151-11.8% | $4,628-1.8% | $4,779-4.9% |
| Participant deferral / active EE | $13,549 | $6,799+99.3% | $6,426+110.9% | $5,609+141.6% |
| Admin fee / account holder | $2,590 | $10,916-76.3% | $9,284-72.1% | $10,827-76.1% |