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 | $151,535 | $180,449-16.0% | $154,107-1.7% | $135,375+11.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.33% | 888.09%-896.4pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $21,183 | $6,035+251.0% | $5,298+299.9% | $4,779+343.3% |
| Participant deferral / active EE | $18,250 | $5,806+214.3% | $5,081+259.2% | $5,609+225.4% |
| Admin fee / account holder | $26,667 | $16,143+65.2% | $13,411+98.8% | $10,827+146.3% |