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 | $225,823 | $180,449+25.1% | $154,107+46.5% | $135,375+66.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.67% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $14,056 | $6,035+132.9% | $5,298+165.3% | $4,779+194.1% |
| Participant deferral / active EE | $7,140 | $5,806+23.0% | $5,081+40.5% | $5,609+27.3% |
| Admin fee / account holder | $8,371 | $16,143-48.1% | $13,411-37.6% | $10,827-22.7% |