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 | $225,059 | $138,044+63.0% | $125,339+79.6% | $134,475+67.4% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -11.06% | 750.33%-761.4pp | 572.05%-583.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $8,290 | $5,243+58.1% | $4,814+72.2% | $4,740+74.9% |
| Participant deferral / active EE | $16,564 | $7,799+112.4% | $7,446+122.4% | $6,400+158.8% |
| Admin fee / account holder | $250,183 | $11,571+2062.1% | $10,010+2399.5% | $11,426+2089.6% |