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 | $233,146 | $138,065+68.9% | $123,544+88.7% | $135,375+72.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.04% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.8pp |
| Employer contribution / active EE | $13,268 | $5,151+157.6% | $4,628+186.7% | $4,779+177.7% |
| Participant deferral / active EE | $9,996 | $6,799+47.0% | $6,426+55.6% | $5,609+78.2% |
| Admin fee / account holder | $84,653 | $10,916+675.5% | $9,284+811.8% | $10,827+681.9% |