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 | $185,974 | $160,055+16.2% | $140,016+32.8% | $135,375+37.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.27% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $13,083 | $6,420+103.8% | $5,606+133.4% | $4,779+173.8% |
| Participant deferral / active EE | $12,568 | $7,642+64.5% | $6,927+81.4% | $5,609+124.1% |
| Admin fee / account holder | $921 | $13,328-93.1% | $10,705-91.4% | $10,827-91.5% |