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 | $247,405 | $138,044+79.2% | $125,339+97.4% | $134,475+84.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.28% | 750.33%-758.6pp | 572.05%-580.3pp | 417.96%-426.2pp |
| Employer contribution / active EE | $5,882 | $5,243+12.2% | $4,814+22.2% | $4,740+24.1% |
| Participant deferral / active EE | $11,892 | $7,799+52.5% | $7,446+59.7% | $6,400+85.8% |
| Admin fee / account holder | $2,097 | $11,571-81.9% | $10,010-79.0% | $11,426-81.6% |