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 | $241,739 | $160,055+51.0% | $140,016+72.7% | $135,375+78.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.71% | 911.38%-918.1pp | 651.12%-657.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $10,969 | $6,420+70.8% | $5,606+95.7% | $4,779+129.5% |
| Participant deferral / active EE | $10,285 | $7,642+34.6% | $6,927+48.5% | $5,609+83.4% |
| Admin fee / account holder | $752 | $13,328-94.4% | $10,705-93.0% | $10,827-93.1% |