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 | $174,982 | $147,727+18.4% | $115,756+51.2% | $134,475+30.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -18.47% | 73.96%-92.4pp | 143.14%-161.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $11,144 | $4,713+136.5% | $3,793+193.8% | $4,740+135.1% |
| Participant deferral / active EE | $4,770 | $7,563-36.9% | $6,254-23.7% | $6,400-25.5% |
| Admin fee / account holder | $9,364 | $14,571-35.7% | $8,124+15.3% | $11,426-18.0% |