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 | $191,636 | $138,065+38.8% | $123,544+55.1% | $135,375+41.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.97% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $10,000 | $5,151+94.1% | $4,628+116.1% | $4,779+109.3% |
| Participant deferral / active EE | $10,000 | $6,799+47.1% | $6,426+55.6% | $5,609+78.3% |
| Admin fee / account holder | $200,642 | $10,916+1738.1% | $9,284+2061.2% | $10,827+1753.2% |