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 | $212,491 | $138,065+53.9% | $123,544+72.0% | $135,375+57.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.93% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $11,770 | $5,151+128.5% | $4,628+154.3% | $4,779+146.3% |
| Participant deferral / active EE | $11,609 | $6,799+70.7% | $6,426+80.7% | $5,609+107.0% |
| Admin fee / account holder | $7,900 | $10,916-27.6% | $9,284-14.9% | $10,827-27.0% |