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 | $156,513 | $106,543+46.9% | $91,220+71.6% | $134,475+16.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.23% | 160.60%-176.8pp | 114.01%-130.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $6,500 | $3,331+95.2% | $2,850+128.1% | $4,740+37.1% |
| Participant deferral / active EE | $3,500 | $4,719-25.8% | $4,234-17.3% | $6,400-45.3% |
| Admin fee / account holder | $7,196 | $6,231+15.5% | $5,420+32.8% | $11,426-37.0% |