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 | $178,207 | $160,055+11.3% | $140,016+27.3% | $135,375+31.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.81% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $22,787 | $6,420+254.9% | $5,606+306.5% | $4,779+376.8% |
| Participant deferral / active EE | $13,638 | $7,642+78.5% | $6,927+96.9% | $5,609+143.2% |
| Admin fee / account holder | $403 | $13,328-97.0% | $10,705-96.2% | $10,827-96.3% |