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 8-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 | $228,156 | $138,044+65.3% | $125,339+82.0% | $134,475+69.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.23% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $31,893 | $5,243+508.3% | $4,814+562.6% | $4,740+572.9% |
| Participant deferral / active EE | $19,217 | $7,799+146.4% | $7,446+158.1% | $6,400+200.3% |
| Admin fee / account holder | $7,009 | $11,571-39.4% | $10,010-30.0% | $11,426-38.7% |