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 | $241,128 | $180,449+33.6% | $154,107+56.5% | $135,375+78.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.66% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $14,203 | $6,035+135.3% | $5,298+168.1% | $4,779+197.2% |
| Participant deferral / active EE | $6,175 | $5,806+6.4% | $5,081+21.5% | $5,609+10.1% |
| Admin fee / account holder | $1,227 | $16,143-92.4% | $13,411-90.8% | $10,827-88.7% |