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 | $222,343 | $160,055+38.9% | $140,016+58.8% | $135,375+64.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.76% | 911.38%-912.1pp | 651.12%-651.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $11,429 | $6,420+78.0% | $5,606+103.9% | $4,779+139.2% |
| Participant deferral / active EE | $5,662 | $7,642-25.9% | $6,927-18.3% | $5,609+0.9% |
| Admin fee / account holder | $27,881 | $13,328+109.2% | $10,705+160.4% | $10,827+157.5% |