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 | $170,488 | $138,044+23.5% | $125,339+36.0% | $134,475+26.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.83% | 750.33%-767.2pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,101 | $5,243-21.8% | $4,814-14.8% | $4,740-13.5% |
| Participant deferral / active EE | $14,900 | $7,799+91.1% | $7,446+100.1% | $6,400+132.8% |
| Admin fee / account holder | $4,016 | $11,571-65.3% | $10,010-59.9% | $11,426-64.9% |