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 | $157,717 | $138,044+14.3% | $125,339+25.8% | $134,475+17.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.84% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,227 | $5,243-19.4% | $4,814-12.2% | $4,740-10.8% |
| Participant deferral / active EE | $17,351 | $7,799+122.5% | $7,446+133.0% | $6,400+171.1% |
| Admin fee / account holder | $62,676 | $11,571+441.6% | $10,010+526.2% | $11,426+448.5% |