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 | $235,494 | $159,901+47.3% | $146,958+60.2% | $145,922+61.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 69.37% | 98.13%-28.8pp | 418.34%-349.0pp | 561.29%-491.9pp |
| Employer contribution / active EE | $20,000 | $5,286+278.4% | $4,933+305.4% | $4,660+329.2% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $3,565 | $15,044-76.3% | $12,998-72.6% | $13,397-73.4% |