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 | $159,611 | $75,828+110.5% | $147,614+8.1% | $59,632+167.7% |
| Participation rate | 98.5% | 71.6%+27.0pp | 84.6%+13.9pp | 68.7%+29.9pp |
| Annual return | -1.19% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $7,608 | $3,485+118.3% | $5,564+36.7% | $2,203+245.4% |
| Participant deferral / active EE | $4,361 | $3,130+39.3% | $4,895-10.9% | $3,192+36.6% |
| Admin fee / account holder | $9,363 | $5,985+56.4% | $11,611-19.4% | $4,297+117.9% |