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 | $247,288 | $138,044+79.1% | $125,339+97.3% | $134,475+83.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.24% | 750.33%-762.6pp | 572.05%-584.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $29,089 | $5,243+454.8% | $4,814+504.3% | $4,740+513.7% |
| Participant deferral / active EE | $17,211 | $7,799+120.7% | $7,446+131.1% | $6,400+168.9% |
| Admin fee / account holder | $5,803 | $11,571-49.8% | $10,010-42.0% | $11,426-49.2% |