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 7-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 | $226,460 | $190,805+18.7% | $159,960+41.6% | $134,475+68.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.28% | 552.23%-571.5pp | 408.60%-427.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $21,933 | $4,995+339.1% | $4,226+419.0% | $4,740+362.8% |
| Participant deferral / active EE | $17,511 | $6,923+152.9% | $6,182+183.2% | $6,400+173.6% |
| Admin fee / account holder | $2,070 | $10,471-80.2% | $8,698-76.2% | $11,426-81.9% |