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 | $148,513 | $138,044+7.6% | $125,339+18.5% | $134,475+10.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.92% | 750.33%-770.2pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $15,947 | $5,243+204.1% | $4,814+231.3% | $4,740+236.5% |
| Participant deferral / active EE | $11,015 | $7,799+41.2% | $7,446+47.9% | $6,400+72.1% |
| Admin fee / account holder | $1,816 | $11,571-84.3% | $10,010-81.9% | $11,426-84.1% |