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 | $154,132 | $135,635+13.6% | $110,238+39.8% | $135,375+13.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.51% | 513.19%-520.7pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,437 | $4,906-50.3% | $3,826-36.3% | $4,779-49.0% |
| Participant deferral / active EE | $8,246 | $5,506+49.8% | $4,672+76.5% | $5,609+47.0% |
| Admin fee / account holder | $3,136 | $11,457-72.6% | $8,547-63.3% | $10,827-71.0% |