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 | $229,327 | $180,449+27.1% | $154,107+48.8% | $135,375+69.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.91% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $17,520 | $6,035+190.3% | $5,298+230.7% | $4,779+266.6% |
| Participant deferral / active EE | $11,136 | $5,806+91.8% | $5,081+119.2% | $5,609+98.5% |
| Admin fee / account holder | $2,853 | $16,143-82.3% | $13,411-78.7% | $10,827-73.6% |