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 | $241,672 | $138,044+75.1% | $125,339+92.8% | $134,475+79.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.61% | 750.33%-768.9pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $15,062 | $5,243+187.3% | $4,814+212.9% | $4,740+217.8% |
| Participant deferral / active EE | $10,802 | $7,799+38.5% | $7,446+45.1% | $6,400+68.8% |
| Admin fee / account holder | $51,907 | $11,571+348.6% | $10,010+418.6% | $11,426+354.3% |