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 | $166,194 | $138,065+20.4% | $123,544+34.5% | $135,375+22.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.01% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $15,869 | $5,151+208.1% | $4,628+242.9% | $4,779+232.1% |
| Participant deferral / active EE | $8,886 | $6,799+30.7% | $6,426+38.3% | $5,609+58.4% |
| Admin fee / account holder | $27,513 | $10,916+152.0% | $9,284+196.4% | $10,827+154.1% |