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 | $228,624 | $138,044+65.6% | $125,339+82.4% | $134,475+70.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.81% | 750.33%-766.1pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $6,607 | $5,243+26.0% | $4,814+37.2% | $4,740+39.4% |
| Participant deferral / active EE | $19,625 | $7,799+151.6% | $7,446+163.6% | $6,400+206.7% |
| Admin fee / account holder | $418 | $11,571-96.4% | $10,010-95.8% | $11,426-96.3% |