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 | $207,674 | $160,055+29.8% | $140,016+48.3% | $135,375+53.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.42% | 911.38%-918.8pp | 651.12%-658.5pp | 519.73%-527.2pp |
| Employer contribution / active EE | $13,500 | $6,420+110.3% | $5,606+140.8% | $4,779+182.5% |
| Participant deferral / active EE | $10,003 | $7,642+30.9% | $6,927+44.4% | $5,609+78.3% |
| Admin fee / account holder | $2,126 | $13,328-84.0% | $10,705-80.1% | $10,827-80.4% |