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 8-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 | $178,645 | $138,044+29.4% | $125,339+42.5% | $134,475+32.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.21% | 750.33%-764.5pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $7,101 | $5,243+35.4% | $4,814+47.5% | $4,740+49.8% |
| Participant deferral / active EE | $5,772 | $7,799-26.0% | $7,446-22.5% | $6,400-9.8% |
| Admin fee / account holder | $14,577 | $11,571+26.0% | $10,010+45.6% | $11,426+27.6% |