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 | $175,714 | $138,044+27.3% | $125,339+40.2% | $134,475+30.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.22% | 750.33%-763.5pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $23,998 | $7,799+207.7% | $7,446+222.3% | $6,400+275.0% |
| Admin fee / account holder | $1,780 | $11,571-84.6% | $10,010-82.2% | $11,426-84.4% |