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 | $232,041 | $160,055+45.0% | $140,016+65.7% | $135,375+71.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.64% | 911.38%-914.0pp | 651.12%-653.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $18,255 | $6,420+184.3% | $5,606+225.6% | $4,779+282.0% |
| Participant deferral / active EE | $18,255 | $7,642+138.9% | $6,927+163.5% | $5,609+225.5% |
| Admin fee / account holder | $6,476 | $13,328-51.4% | $10,705-39.5% | $10,827-40.2% |