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 9-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 | $162,221 | $138,065+17.5% | $123,544+31.3% | $135,375+19.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.23% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,883 | $5,151-63.4% | $4,628-59.3% | $4,779-60.6% |
| Participant deferral / active EE | $9,170 | $6,799+34.9% | $6,426+42.7% | $5,609+63.5% |
| Admin fee / account holder | $1,785 | $10,916-83.6% | $9,284-80.8% | $10,827-83.5% |