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 | $248,448 | $138,044+80.0% | $125,339+98.2% | $134,475+84.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.50% | 750.33%-768.8pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $18,817 | $5,243+258.9% | $4,814+290.9% | $4,740+297.0% |
| Participant deferral / active EE | $13,800 | $7,799+77.0% | $7,446+85.3% | $6,400+115.6% |
| Admin fee / account holder | $30,011 | $11,571+159.4% | $10,010+199.8% | $11,426+162.7% |