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 | $169,647 | $168,632+0.6% | $147,614+14.9% | $125,391+35.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.21% | 77.65%-80.9pp | 61.98%-65.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $2,580 | $6,252-58.7% | $5,564-53.6% | $4,866-47.0% |
| Participant deferral / active EE | $12,000 | $5,507+117.9% | $4,895+145.1% | $5,352+124.2% |
| Admin fee / account holder | $2,738 | $13,580-79.8% | $11,611-76.4% | $9,540-71.3% |