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 | $144,652 | $67,331+114.8% | $60,874+137.6% | $134,475+7.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.41% | 49.93%-67.3pp | 16.90%-34.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,241 | $3,096+4.7% | $2,701+20.0% | $4,740-31.6% |
| Participant deferral / active EE | $8,101 | $4,538+78.5% | $3,817+112.3% | $6,400+26.6% |
| Admin fee / account holder | $21,287 | $4,582+364.6% | $3,224+560.2% | $11,426+86.3% |