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 | $188,689 | $138,044+36.7% | $125,339+50.5% | $134,475+40.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.82% | 750.33%-765.1pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $15,342 | $5,243+192.6% | $4,814+218.7% | $4,740+223.7% |
| Participant deferral / active EE | $7,006 | $7,799-10.2% | $7,446-5.9% | $6,400+9.5% |
| Admin fee / account holder | $17,346 | $11,571+49.9% | $10,010+73.3% | $11,426+51.8% |