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 | $192,687 | $160,055+20.4% | $140,016+37.6% | $135,375+42.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.94% | 911.38%-915.3pp | 651.12%-655.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $4,858 | $6,420-24.3% | $5,606-13.3% | $4,779+1.7% |
| Participant deferral / active EE | $17,050 | $7,642+123.1% | $6,927+146.1% | $5,609+204.0% |
| Admin fee / account holder | $1,127 | $13,328-91.5% | $10,705-89.5% | $10,827-89.6% |