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 | $225,968 | $138,044+63.7% | $125,339+80.3% | $134,475+68.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.13% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,270 | $5,243-18.6% | $4,814-11.3% | $4,740-9.9% |
| Participant deferral / active EE | $5,985 | $7,799-23.3% | $7,446-19.6% | $6,400-6.5% |
| Admin fee / account holder | $4,604 | $11,571-60.2% | $10,010-54.0% | $11,426-59.7% |