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 | $209,357 | $160,055+30.8% | $140,016+49.5% | $135,375+54.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.53% | 911.38%-915.9pp | 651.12%-655.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $17,515 | $6,420+172.8% | $5,606+212.4% | $4,779+266.5% |
| Participant deferral / active EE | $12,727 | $7,642+66.6% | $6,927+83.7% | $5,609+126.9% |
| Admin fee / account holder | $513 | $13,328-96.1% | $10,705-95.2% | $10,827-95.3% |