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 | $160,530 | $138,044+16.3% | $125,339+28.1% | $134,475+19.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.30% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,565 | $5,243-51.1% | $4,814-46.7% | $4,740-45.9% |
| Participant deferral / active EE | $7,750 | $7,799-0.6% | $7,446+4.1% | $6,400+21.1% |
| Admin fee / account holder | $8,077 | $11,571-30.2% | $10,010-19.3% | $11,426-29.3% |