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 | $162,662 | $138,065+17.8% | $123,544+31.7% | $135,375+20.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.63% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $7,940 | $5,151+54.1% | $4,628+71.6% | $4,779+66.2% |
| Participant deferral / active EE | $8,007 | $6,799+17.8% | $6,426+24.6% | $5,609+42.8% |
| Admin fee / account holder | $5,140 | $10,916-52.9% | $9,284-44.6% | $10,827-52.5% |