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 | $158,813 | $135,635+17.1% | $110,238+44.1% | $135,375+17.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.82% | 513.19%-515.0pp | 314.74%-316.6pp | 519.73%-521.6pp |
| Employer contribution / active EE | $24,507 | $4,906+399.5% | $3,826+540.5% | $4,779+412.8% |
| Participant deferral / active EE | $16,333 | $5,506+196.6% | $4,672+249.6% | $5,609+191.2% |
| Admin fee / account holder | $49,984 | $11,457+336.3% | $8,547+484.8% | $10,827+361.7% |