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 | $207,420 | $138,044+50.3% | $125,339+65.5% | $134,475+54.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.53% | 750.33%-758.9pp | 572.05%-580.6pp | 417.96%-426.5pp |
| Employer contribution / active EE | $4,610 | $5,243-12.1% | $4,814-4.2% | $4,740-2.7% |
| Participant deferral / active EE | $11,799 | $7,799+51.3% | $7,446+58.5% | $6,400+84.4% |
| Admin fee / account holder | $63,265 | $11,571+446.7% | $10,010+532.0% | $11,426+453.7% |