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 | $165,603 | $138,044+20.0% | $125,339+32.1% | $134,475+23.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.11% | 750.33%-766.4pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $12,137 | $5,243+131.5% | $4,814+152.1% | $4,740+156.1% |
| Participant deferral / active EE | $9,828 | $7,799+26.0% | $7,446+32.0% | $6,400+53.6% |
| Admin fee / account holder | $812 | $11,571-93.0% | $10,010-91.9% | $11,426-92.9% |