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 | $198,024 | $160,055+23.7% | $140,016+41.4% | $135,375+46.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.67% | 911.38%-916.0pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $10,669 | $6,420+66.2% | $5,606+90.3% | $4,779+123.2% |
| Participant deferral / active EE | $17,627 | $7,642+130.7% | $6,927+154.5% | $5,609+214.3% |
| Admin fee / account holder | $35,987 | $13,328+170.0% | $10,705+236.2% | $10,827+232.4% |