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 | $173,775 | $138,065+25.9% | $123,544+40.7% | $135,375+28.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.48% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $10,539 | $5,151+104.6% | $4,628+127.7% | $4,779+120.5% |
| Participant deferral / active EE | $8,650 | $6,799+27.2% | $6,426+34.6% | $5,609+54.2% |
| Admin fee / account holder | $14,041 | $10,916+28.6% | $9,284+51.2% | $10,827+29.7% |