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 | $160,571 | $160,055+0.3% | $140,016+14.7% | $135,375+18.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.20% | 911.38%-917.6pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $17,564 | $6,420+173.6% | $5,606+213.3% | $4,779+267.5% |
| Participant deferral / active EE | $17,658 | $7,642+131.1% | $6,927+154.9% | $5,609+214.8% |
| Admin fee / account holder | $23,885 | $13,328+79.2% | $10,705+123.1% | $10,827+120.6% |