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 | $229,919 | $160,055+43.7% | $140,016+64.2% | $135,375+69.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.97% | 911.38%-919.3pp | 651.12%-659.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $36,500 | $6,420+468.5% | $5,606+551.1% | $4,779+663.8% |
| Participant deferral / active EE | $24,500 | $7,642+220.6% | $6,927+253.7% | $5,609+336.8% |
| Admin fee / account holder | $39,958 | $13,328+199.8% | $10,705+273.3% | $10,827+269.1% |