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 | $178,516 | $138,065+29.3% | $123,544+44.5% | $135,375+31.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.07% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,148 | $5,151-38.9% | $4,628-32.0% | $4,779-34.1% |
| Participant deferral / active EE | $8,616 | $6,799+26.7% | $6,426+34.1% | $5,609+53.6% |
| Admin fee / account holder | $17,377 | $10,916+59.2% | $9,284+87.2% | $10,827+60.5% |