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 | $155,648 | $138,044+12.8% | $125,339+24.2% | $134,475+15.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.81% | 750.33%-762.1pp | 572.05%-583.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $3,626 | $5,243-30.8% | $4,814-24.7% | $4,740-23.5% |
| Participant deferral / active EE | $13,411 | $7,799+72.0% | $7,446+80.1% | $6,400+109.6% |
| Admin fee / account holder | $3,135 | $11,571-72.9% | $10,010-68.7% | $11,426-72.6% |