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 | $165,078 | $152,509+8.2% | $117,472+40.5% | $134,475+22.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.90% | 52.99%-70.9pp | 29.74%-47.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $9,153 | $5,571+64.3% | $4,176+119.2% | $4,740+93.1% |
| Participant deferral / active EE | $20,500 | $4,818+325.5% | $4,070+403.7% | $6,400+220.3% |
| Admin fee / account holder | $2,579 | $7,004-63.2% | $5,645-54.3% | $11,426-77.4% |