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 | $144,662 | $138,044+4.8% | $125,339+15.4% | $134,475+7.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.19% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,941 | $5,243-43.9% | $4,814-38.9% | $4,740-37.9% |
| Participant deferral / active EE | $3,413 | $7,799-56.2% | $7,446-54.2% | $6,400-46.7% |
| Admin fee / account holder | $16,667 | $11,571+44.0% | $10,010+66.5% | $11,426+45.9% |