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 | $175,950 | $135,635+29.7% | $110,238+59.6% | $135,375+30.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.34% | 513.19%-514.5pp | 314.74%-316.1pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,854 | $4,906-62.2% | $3,826-51.6% | $4,779-61.2% |
| Participant deferral / active EE | $10,514 | $5,506+90.9% | $4,672+125.0% | $5,609+87.5% |
| Admin fee / account holder | $6,195 | $11,457-45.9% | $8,547-27.5% | $10,827-42.8% |