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 | $222,217 | $138,065+61.0% | $123,544+79.9% | $135,375+64.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.35% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $17,148 | $5,151+232.9% | $4,628+270.5% | $4,779+258.8% |
| Participant deferral / active EE | $10,095 | $6,799+48.5% | $6,426+57.1% | $5,609+80.0% |
| Admin fee / account holder | $2,482 | $10,916-77.3% | $9,284-73.3% | $10,827-77.1% |