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 | $154,239 | $138,044+11.7% | $125,339+23.1% | $134,475+14.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.26% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,909 | $5,243-63.6% | $4,814-60.3% | $4,740-59.7% |
| Participant deferral / active EE | $14,606 | $7,799+87.3% | $7,446+96.2% | $6,400+128.2% |
| Admin fee / account holder | $2,399 | $11,571-79.3% | $10,010-76.0% | $11,426-79.0% |