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 | $204,455 | $138,044+48.1% | $125,339+63.1% | $134,475+52.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.15% | 750.33%-759.5pp | 572.05%-581.2pp | 417.96%-427.1pp |
| Employer contribution / active EE | $14,403 | $5,243+174.7% | $4,814+199.2% | $4,740+203.9% |
| Participant deferral / active EE | $12,943 | $7,799+66.0% | $7,446+73.8% | $6,400+102.2% |
| Admin fee / account holder | $9,947 | $11,571-14.0% | $10,010-0.6% | $11,426-12.9% |