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 | $159,245 | $138,044+15.4% | $125,339+27.1% | $134,475+18.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.00% | 750.33%-753.3pp | 572.05%-575.1pp | 417.96%-421.0pp |
| Employer contribution / active EE | $23,032 | $5,243+339.3% | $4,814+378.5% | $4,740+385.9% |
| Participant deferral / active EE | $14,941 | $7,799+91.6% | $7,446+100.6% | $6,400+133.5% |
| Admin fee / account holder | $64,219 | $11,571+455.0% | $10,010+541.6% | $11,426+462.0% |