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 | $182,215 | $138,065+32.0% | $123,544+47.5% | $135,375+34.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.64% | 153.68%-155.3pp | 119.20%-120.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $12,303 | $5,151+138.8% | $4,628+165.9% | $4,779+157.5% |
| Participant deferral / active EE | $6,540 | $6,799-3.8% | $6,426+1.8% | $5,609+16.6% |
| Admin fee / account holder | $9,158 | $10,916-16.1% | $9,284-1.4% | $10,827-15.4% |