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 | $201,745 | $152,509+32.3% | $117,472+71.7% | $134,475+50.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.13% | 52.99%-66.1pp | 29.74%-42.9pp | 417.96%-431.1pp |
| Employer contribution / active EE | $7,125 | $5,571+27.9% | $4,176+70.6% | $4,740+50.3% |
| Participant deferral / active EE | $8,000 | $4,818+66.1% | $4,070+96.5% | $6,400+25.0% |
| Admin fee / account holder | $10,185 | $7,004+45.4% | $5,645+80.4% | $11,426-10.9% |