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 | $149,639 | $138,065+8.4% | $123,544+21.1% | $135,375+10.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.82% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $8,000 | $5,151+55.3% | $4,628+72.9% | $4,779+67.4% |
| Participant deferral / active EE | $4,270 | $6,799-37.2% | $6,426-33.5% | $5,609-23.9% |
| Admin fee / account holder | $4,725 | $10,916-56.7% | $9,284-49.1% | $10,827-56.4% |