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 | $155,033 | $152,509+1.7% | $117,472+32.0% | $134,475+15.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.48% | 52.99%-70.5pp | 29.74%-47.2pp | 417.96%-435.4pp |
| Employer contribution / active EE | $14,482 | $5,571+160.0% | $4,176+246.8% | $4,740+205.5% |
| Participant deferral / active EE | $1,683 | $4,818-65.1% | $4,070-58.7% | $6,400-73.7% |
| Admin fee / account holder | $30,315 | $7,004+332.8% | $5,645+437.1% | $11,426+165.3% |