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 | $196,407 | $138,044+42.3% | $125,339+56.7% | $134,475+46.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.22% | 750.33%-752.5pp | 572.05%-574.3pp | 417.96%-420.2pp |
| Employer contribution / active EE | $10,891 | $5,243+107.7% | $4,814+126.3% | $4,740+129.8% |
| Participant deferral / active EE | $10,193 | $7,799+30.7% | $7,446+36.9% | $6,400+59.3% |
| Admin fee / account holder | $30,113 | $11,571+160.2% | $10,010+200.8% | $11,426+163.5% |