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 | $173,768 | $138,065+25.9% | $123,544+40.7% | $135,375+28.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.90% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $6,855 | $5,151+33.1% | $4,628+48.1% | $4,779+43.4% |
| Participant deferral / active EE | $6,382 | $6,799-6.1% | $6,426-0.7% | $5,609+13.8% |
| Admin fee / account holder | $1,697 | $10,916-84.5% | $9,284-81.7% | $10,827-84.3% |