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 | $114,225 | $180,449-36.7% | $154,107-25.9% | $135,375-15.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.17% | 888.09%-891.3pp | 735.12%-738.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $7,292 | $6,035+20.8% | $5,298+37.7% | $4,779+52.6% |
| Participant deferral / active EE | $6,914 | $5,806+19.1% | $5,081+36.1% | $5,609+23.3% |
| Admin fee / account holder | $4,259 | $16,143-73.6% | $13,411-68.2% | $10,827-60.7% |