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 6-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 | $169,678 | $152,509+11.3% | $117,472+44.4% | $134,475+26.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -5.04% | 52.99%-58.0pp | 29.74%-34.8pp | 417.96%-423.0pp |
| Employer contribution / active EE | $41,761 | $5,571+649.6% | $4,176+900.0% | $4,740+781.1% |
| Participant deferral / active EE | $20,535 | $4,818+326.2% | $4,070+404.5% | $6,400+220.9% |
| Admin fee / account holder | $494 | $7,004-92.9% | $5,645-91.2% | $11,426-95.7% |