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 | $184,853 | $138,044+33.9% | $125,339+47.5% | $134,475+37.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.10% | 750.33%-767.4pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $10,817 | $5,243+106.3% | $4,814+124.7% | $4,740+128.2% |
| Participant deferral / active EE | $13,403 | $7,799+71.9% | $7,446+80.0% | $6,400+109.4% |
| Admin fee / account holder | $483 | $11,571-95.8% | $10,010-95.2% | $11,426-95.8% |