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 9-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 | $249,803 | $160,055+56.1% | $140,016+78.4% | $135,375+84.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.10% | 911.38%-913.5pp | 651.12%-653.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $13,463 | $6,420+109.7% | $5,606+140.2% | $4,779+181.7% |
| Participant deferral / active EE | $19,575 | $7,642+156.2% | $6,927+182.6% | $5,609+249.0% |
| Admin fee / account holder | $1,693 | $13,328-87.3% | $10,705-84.2% | $10,827-84.4% |