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 | $140,541 | $138,044+1.8% | $125,339+12.1% | $134,475+4.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.47% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $11,470 | $5,243+118.7% | $4,814+138.3% | $4,740+142.0% |
| Participant deferral / active EE | $11,875 | $7,799+52.3% | $7,446+59.5% | $6,400+85.6% |
| Admin fee / account holder | $1,189 | $11,571-89.7% | $10,010-88.1% | $11,426-89.6% |