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 | $224,714 | $138,044+62.8% | $125,339+79.3% | $134,475+67.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.58% | 750.33%-752.9pp | 572.05%-574.6pp | 417.96%-420.5pp |
| Employer contribution / active EE | $14,258 | $5,243+171.9% | $4,814+196.2% | $4,740+200.8% |
| Participant deferral / active EE | $9,391 | $7,799+20.4% | $7,446+26.1% | $6,400+46.7% |
| Admin fee / account holder | $317 | $11,571-97.3% | $10,010-96.8% | $11,426-97.2% |