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 | $233,957 | $138,044+69.5% | $125,339+86.7% | $134,475+74.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.36% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $8,838 | $5,243+68.6% | $4,814+83.6% | $4,740+86.5% |
| Participant deferral / active EE | $8,217 | $7,799+5.4% | $7,446+10.3% | $6,400+28.4% |
| Admin fee / account holder | $2,327 | $11,571-79.9% | $10,010-76.7% | $11,426-79.6% |