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 | $167,853 | $138,044+21.6% | $125,339+33.9% | $134,475+24.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.53% | 750.33%-750.9pp | 572.05%-572.6pp | 417.96%-418.5pp |
| Employer contribution / active EE | $13,586 | $5,243+159.1% | $4,814+182.2% | $4,740+186.6% |
| Participant deferral / active EE | $10,130 | $7,799+29.9% | $7,446+36.0% | $6,400+58.3% |
| Admin fee / account holder | $1,239 | $11,571-89.3% | $10,010-87.6% | $11,426-89.2% |