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 | $156,389 | $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 | -18.47% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,864 | $5,243-26.3% | $4,814-19.7% | $4,740-18.5% |
| Participant deferral / active EE | $7,763 | $7,799-0.5% | $7,446+4.2% | $6,400+21.3% |
| Admin fee / account holder | $1,418 | $11,571-87.7% | $10,010-85.8% | $11,426-87.6% |