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 | $144,650 | $138,044+4.8% | $125,339+15.4% | $134,475+7.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.06% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $11,639 | $5,243+122.0% | $4,814+141.8% | $4,740+145.6% |
| Participant deferral / active EE | $12,381 | $7,799+58.7% | $7,446+66.3% | $6,400+93.5% |
| Admin fee / account holder | $1,220 | $11,571-89.5% | $10,010-87.8% | $11,426-89.3% |