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 | $181,483 | $180,449+0.6% | $154,107+17.8% | $135,375+34.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.72% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.5pp |
| Employer contribution / active EE | $11,615 | $6,035+92.5% | $5,298+119.3% | $4,779+143.1% |
| Participant deferral / active EE | $7,186 | $5,806+23.8% | $5,081+41.4% | $5,609+28.1% |
| Admin fee / account holder | $662 | $16,143-95.9% | $13,411-95.1% | $10,827-93.9% |