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 | $155,338 | $168,632-7.9% | $147,614+5.2% | $125,391+23.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.58% | 77.65%-80.2pp | 61.98%-64.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $9,512 | $6,252+52.1% | $5,564+70.9% | $4,866+95.5% |
| Participant deferral / active EE | $9,475 | $5,507+72.1% | $4,895+93.6% | $5,352+77.1% |
| Admin fee / account holder | $1,543 | $13,580-88.6% | $11,611-86.7% | $9,540-83.8% |