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 | $148,066 | $138,065+7.2% | $123,544+19.8% | $135,375+9.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.88% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $8,333 | $5,151+61.8% | $4,628+80.1% | $4,779+74.4% |
| Participant deferral / active EE | $6,462 | $6,799-5.0% | $6,426+0.6% | $5,609+15.2% |
| Admin fee / account holder | $1,229 | $10,916-88.7% | $9,284-86.8% | $10,827-88.6% |