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 | $164,866 | $138,044+19.4% | $125,339+31.5% | $134,475+22.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.54% | 750.33%-755.9pp | 572.05%-577.6pp | 417.96%-423.5pp |
| Employer contribution / active EE | $7,713 | $5,243+47.1% | $4,814+60.2% | $4,740+62.7% |
| Participant deferral / active EE | $2,880 | $7,799-63.1% | $7,446-61.3% | $6,400-55.0% |
| Admin fee / account holder | $5,471 | $11,571-52.7% | $10,010-45.3% | $11,426-52.1% |