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 | $226,791 | $138,044+64.3% | $125,339+80.9% | $134,475+68.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.11% | 750.33%-762.4pp | 572.05%-584.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $10,088 | $5,243+92.4% | $4,814+109.6% | $4,740+112.8% |
| Participant deferral / active EE | $6,027 | $7,799-22.7% | $7,446-19.1% | $6,400-5.8% |
| Admin fee / account holder | $14,329 | $11,571+23.8% | $10,010+43.2% | $11,426+25.4% |