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 | $143,102 | $138,065+3.6% | $123,544+15.8% | $135,375+5.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.94% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $12,392 | $5,151+140.6% | $4,628+167.8% | $4,779+159.3% |
| Participant deferral / active EE | $10,092 | $6,799+48.4% | $6,426+57.1% | $5,609+79.9% |
| Admin fee / account holder | $27,069 | $10,916+148.0% | $9,284+191.6% | $10,827+150.0% |