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 | $242,521 | $138,065+75.7% | $123,544+96.3% | $135,375+79.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.59% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $17,523 | $5,151+240.2% | $4,628+278.7% | $4,779+266.7% |
| Participant deferral / active EE | $12,941 | $6,799+90.3% | $6,426+101.4% | $5,609+130.7% |
| Admin fee / account holder | $2,336 | $10,916-78.6% | $9,284-74.8% | $10,827-78.4% |