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 | $146,901 | $168,632-12.9% | $147,614-0.5% | $125,391+17.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.58% | 77.65%-78.2pp | 61.98%-62.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $11,208 | $6,252+79.3% | $5,564+101.4% | $4,866+130.3% |
| Participant deferral / active EE | $8,156 | $5,507+48.1% | $4,895+66.6% | $5,352+52.4% |
| Admin fee / account holder | $59,520 | $13,580+338.3% | $11,611+412.6% | $9,540+523.9% |