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 | $172,296 | $160,055+7.6% | $140,016+23.1% | $135,375+27.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.69% | 911.38%-920.1pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $21,051 | $6,420+227.9% | $5,606+275.5% | $4,779+340.5% |
| Participant deferral / active EE | $10,795 | $7,642+41.3% | $6,927+55.8% | $5,609+92.5% |
| Admin fee / account holder | $7,059 | $13,328-47.0% | $10,705-34.1% | $10,827-34.8% |