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 6-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 | $229,932 | $138,044+66.6% | $125,339+83.4% | $134,475+71.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.57% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $8,682 | $5,243+65.6% | $4,814+80.4% | $4,740+83.2% |
| Participant deferral / active EE | $18,476 | $7,799+136.9% | $7,446+148.1% | $6,400+188.7% |
| Admin fee / account holder | $2,232 | $11,571-80.7% | $10,010-77.7% | $11,426-80.5% |