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 | $162,196 | $138,044+17.5% | $125,339+29.4% | $134,475+20.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.38% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,204 | $5,243-77.0% | $4,814-75.0% | $4,740-74.6% |
| Participant deferral / active EE | $5,548 | $7,799-28.9% | $7,446-25.5% | $6,400-13.3% |
| Admin fee / account holder | $545 | $11,571-95.3% | $10,010-94.6% | $11,426-95.2% |