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 | $182,611 | $168,632+8.3% | $147,614+23.7% | $125,391+45.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.84% | 77.65%-79.5pp | 61.98%-63.8pp | 282.22%-284.1pp |
| Employer contribution / active EE | $7,337 | $6,252+17.3% | $5,564+31.9% | $4,866+50.8% |
| Participant deferral / active EE | $6,261 | $5,507+13.7% | $4,895+27.9% | $5,352+17.0% |
| Admin fee / account holder | $7,986 | $13,580-41.2% | $11,611-31.2% | $9,540-16.3% |