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 | $151,465 | $138,044+9.7% | $125,339+20.8% | $134,475+12.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.67% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,321 | $5,243-55.7% | $4,814-51.8% | $4,740-51.0% |
| Participant deferral / active EE | $7,804 | $7,799+0.1% | $7,446+4.8% | $6,400+21.9% |
| Admin fee / account holder | $14,207 | $11,571+22.8% | $10,010+41.9% | $11,426+24.3% |