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 | $177,634 | $106,543+66.7% | $91,220+94.7% | $134,475+32.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.44% | 160.60%-179.0pp | 114.01%-132.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,462 | $3,331-26.1% | $2,850-13.6% | $4,740-48.1% |
| Participant deferral / active EE | $7,345 | $4,719+55.7% | $4,234+73.5% | $6,400+14.8% |
| Admin fee / account holder | $1,686 | $6,231-72.9% | $5,420-68.9% | $11,426-85.2% |