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 | $245,880 | $138,044+78.1% | $125,339+96.2% | $134,475+82.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.42% | 750.33%-766.7pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,560 | $5,243+25.1% | $4,814+36.3% | $4,740+38.4% |
| Participant deferral / active EE | $12,541 | $7,799+60.8% | $7,446+68.4% | $6,400+96.0% |
| Admin fee / account holder | $40,018 | $11,571+245.8% | $10,010+299.8% | $11,426+250.2% |