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 | $241,990 | $138,044+75.3% | $125,339+93.1% | $134,475+80.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.11% | 750.33%-769.4pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,544 | $5,243-51.5% | $4,814-47.1% | $4,740-46.3% |
| Participant deferral / active EE | $11,289 | $7,799+44.7% | $7,446+51.6% | $6,400+76.4% |
| Admin fee / account holder | $5,596 | $11,571-51.6% | $10,010-44.1% | $11,426-51.0% |