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 | $178,858 | $138,044+29.6% | $125,339+42.7% | $134,475+33.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.37% | 750.33%-761.7pp | 572.05%-583.4pp | 417.96%-429.3pp |
| Employer contribution / active EE | $6,232 | $5,243+18.9% | $4,814+29.5% | $4,740+31.5% |
| Participant deferral / active EE | $12,447 | $7,799+59.6% | $7,446+67.2% | $6,400+94.5% |
| Admin fee / account holder | $25,016 | $11,571+116.2% | $10,010+149.9% | $11,426+118.9% |