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 | $191,103 | $138,065+38.4% | $123,544+54.7% | $135,375+41.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.06% | 153.68%-158.7pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $23,892 | $5,151+363.8% | $4,628+416.3% | $4,779+400.0% |
| Participant deferral / active EE | $11,689 | $6,799+71.9% | $6,426+81.9% | $5,609+108.4% |
| Admin fee / account holder | $32,006 | $10,916+193.2% | $9,284+244.7% | $10,827+195.6% |