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 | $151,763 | $106,543+42.4% | $91,220+66.4% | $134,475+12.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.86% | 160.60%-179.5pp | 114.01%-132.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $18,234 | $3,331+447.5% | $2,850+539.8% | $4,740+284.7% |
| Participant deferral / active EE | $7,260 | $4,719+53.9% | $4,234+71.5% | $6,400+13.4% |
| Admin fee / account holder | $1,799 | $6,231-71.1% | $5,420-66.8% | $11,426-84.3% |