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 | $164,470 | $135,635+21.3% | $110,238+49.2% | $135,375+21.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.59% | 513.19%-513.8pp | 314.74%-315.3pp | 519.73%-520.3pp |
| Employer contribution / active EE | $3,194 | $4,906-34.9% | $3,826-16.5% | $4,779-33.2% |
| Participant deferral / active EE | $7,309 | $5,506+32.7% | $4,672+56.4% | $5,609+30.3% |
| Admin fee / account holder | $3,000 | $11,457-73.8% | $8,547-64.9% | $10,827-72.3% |