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 | $238,929 | $168,632+41.7% | $147,614+61.9% | $125,391+90.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.59% | 77.65%-80.2pp | 61.98%-64.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $16,129 | $6,252+158.0% | $5,564+189.9% | $4,866+231.5% |
| Participant deferral / active EE | $9,700 | $5,507+76.1% | $4,895+98.1% | $5,352+81.3% |
| Admin fee / account holder | $545 | $13,580-96.0% | $11,611-95.3% | $9,540-94.3% |