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 | $149,487 | $152,509-2.0% | $117,472+27.3% | $134,475+11.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -7.59% | 52.99%-60.6pp | 29.74%-37.3pp | 417.96%-425.6pp |
| Employer contribution / active EE | $6,573 | $5,571+18.0% | $4,176+57.4% | $4,740+38.7% |
| Participant deferral / active EE | $9,639 | $4,818+100.1% | $4,070+136.8% | $6,400+50.6% |
| Admin fee / account holder | $3,088 | $7,004-55.9% | $5,645-45.3% | $11,426-73.0% |