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 | $156,459 | $138,044+13.3% | $125,339+24.8% | $134,475+16.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.06% | 750.33%-755.4pp | 572.05%-577.1pp | 417.96%-423.0pp |
| Employer contribution / active EE | $2,610 | $5,243-50.2% | $4,814-45.8% | $4,740-44.9% |
| Participant deferral / active EE | $4,732 | $7,799-39.3% | $7,446-36.5% | $6,400-26.1% |
| Admin fee / account holder | $1,841 | $11,571-84.1% | $10,010-81.6% | $11,426-83.9% |