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 | $175,797 | $138,044+27.3% | $125,339+40.3% | $134,475+30.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.32% | 750.33%-769.6pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $23,289 | $5,243+344.2% | $4,814+383.8% | $4,740+391.4% |
| Participant deferral / active EE | $18,920 | $7,799+142.6% | $7,446+154.1% | $6,400+195.6% |
| Admin fee / account holder | $5,921 | $11,571-48.8% | $10,010-40.9% | $11,426-48.2% |