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 6-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 | $165,066 | $152,509+8.2% | $117,472+40.5% | $134,475+22.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.63% | 52.99%-69.6pp | 29.74%-46.4pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,470 | $5,571-73.6% | $4,176-64.8% | $4,740-69.0% |
| Participant deferral / active EE | $10,650 | $4,818+121.1% | $4,070+161.7% | $6,400+66.4% |
| Admin fee / account holder | $1,473 | $7,004-79.0% | $5,645-73.9% | $11,426-87.1% |