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 8-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 | $173,526 | $138,065+25.7% | $123,544+40.5% | $135,375+28.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.20% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,900 | $5,151-24.3% | $4,628-15.7% | $4,779-18.4% |
| Participant deferral / active EE | $18,250 | $6,799+168.4% | $6,426+184.0% | $5,609+225.4% |
| Admin fee / account holder | $2,406 | $10,916-78.0% | $9,284-74.1% | $10,827-77.8% |