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 7-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 | $160,495 | $152,509+5.2% | $117,472+36.6% | $134,475+19.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.18% | 52.99%-66.2pp | 29.74%-42.9pp | 417.96%-431.1pp |
| Employer contribution / active EE | $25,598 | $5,571+359.5% | $4,176+513.0% | $4,740+440.1% |
| Participant deferral / active EE | $10,800 | $4,818+124.2% | $4,070+165.3% | $6,400+68.8% |
| Admin fee / account holder | $4,122 | $7,004-41.2% | $5,645-27.0% | $11,426-63.9% |