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 | $227,826 | $138,044+65.0% | $125,339+81.8% | $134,475+69.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.09% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,181 | $5,243-20.3% | $4,814-13.1% | $4,740-11.8% |
| Participant deferral / active EE | $13,100 | $7,799+68.0% | $7,446+75.9% | $6,400+104.7% |
| Admin fee / account holder | $1,759 | $11,571-84.8% | $10,010-82.4% | $11,426-84.6% |