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 | $153,552 | $138,044+11.2% | $125,339+22.5% | $134,475+14.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.97% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $4,747 | $5,243-9.5% | $4,814-1.4% | $4,740+0.2% |
| Participant deferral / active EE | $10,367 | $7,799+32.9% | $7,446+39.2% | $6,400+62.0% |
| Admin fee / account holder | $4,100 | $11,571-64.6% | $10,010-59.0% | $11,426-64.1% |