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 | $151,798 | $138,065+9.9% | $123,544+22.9% | $135,375+12.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.92% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $5,264 | $5,151+2.2% | $4,628+13.8% | $4,779+10.2% |
| Participant deferral / active EE | $8,305 | $6,799+22.2% | $6,426+29.3% | $5,609+48.1% |
| Admin fee / account holder | $8,243 | $10,916-24.5% | $9,284-11.2% | $10,827-23.9% |