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 | $170,593 | $138,044+23.6% | $125,339+36.1% | $134,475+26.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.96% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $9,353 | $5,243+78.4% | $4,814+94.3% | $4,740+97.3% |
| Participant deferral / active EE | $4,148 | $7,799-46.8% | $7,446-44.3% | $6,400-35.2% |
| Admin fee / account holder | $20,669 | $11,571+78.6% | $10,010+106.5% | $11,426+80.9% |