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 | $178,345 | $138,044+29.2% | $125,339+42.3% | $134,475+32.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.69% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $11,195 | $5,243+113.5% | $4,814+132.6% | $4,740+136.2% |
| Participant deferral / active EE | $13,862 | $7,799+77.8% | $7,446+86.2% | $6,400+116.6% |
| Admin fee / account holder | $2,238 | $11,571-80.7% | $10,010-77.6% | $11,426-80.4% |