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 | $141,777 | $138,065+2.7% | $123,544+14.8% | $135,375+4.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.54% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $6,177 | $5,151+19.9% | $4,628+33.5% | $4,779+29.3% |
| Participant deferral / active EE | $13,526 | $6,799+98.9% | $6,426+110.5% | $5,609+141.2% |
| Admin fee / account holder | $882 | $10,916-91.9% | $9,284-90.5% | $10,827-91.9% |