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 | $155,727 | $135,635+14.8% | $110,238+41.3% | $135,375+15.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.00% | 513.19%-521.2pp | 314.74%-322.7pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,458 | $4,906-29.5% | $3,826-9.6% | $4,779-27.6% |
| Participant deferral / active EE | $13,338 | $5,506+142.2% | $4,672+185.5% | $5,609+137.8% |
| Admin fee / account holder | $18,689 | $11,457+63.1% | $8,547+118.7% | $10,827+72.6% |