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 | $148,063 | $135,635+9.2% | $110,238+34.3% | $135,375+9.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.83% | 513.19%-520.0pp | 314.74%-321.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $5,445 | $4,906+11.0% | $3,826+42.3% | $4,779+13.9% |
| Participant deferral / active EE | $8,746 | $5,506+58.8% | $4,672+87.2% | $5,609+55.9% |
| Admin fee / account holder | $5,620 | $11,457-50.9% | $8,547-34.3% | $10,827-48.1% |