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 | $170,764 | $160,055+6.7% | $140,016+22.0% | $135,375+26.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.73% | 911.38%-915.1pp | 651.12%-654.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $10,764 | $6,420+67.7% | $5,606+92.0% | $4,779+125.3% |
| Participant deferral / active EE | $10,621 | $7,642+39.0% | $6,927+53.3% | $5,609+89.4% |
| Admin fee / account holder | $2,114 | $13,328-84.1% | $10,705-80.3% | $10,827-80.5% |