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 | $112,956 | $138,044-18.2% | $125,339-9.9% | $134,475-16.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.64% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $9,442 | $5,243+80.1% | $4,814+96.2% | $4,740+99.2% |
| Participant deferral / active EE | $10,790 | $7,799+38.4% | $7,446+44.9% | $6,400+68.6% |
| Admin fee / account holder | $1,204 | $11,571-89.6% | $10,010-88.0% | $11,426-89.5% |