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 9-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 | $158,252 | $67,331+135.0% | $60,874+160.0% | $134,475+17.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.34% | 49.93%-63.3pp | 16.90%-30.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $5,209 | $3,096+68.2% | $2,701+92.8% | $4,740+9.9% |
| Participant deferral / active EE | $10,062 | $4,538+121.7% | $3,817+163.6% | $6,400+57.2% |
| Admin fee / account holder | $21,117 | $4,582+360.9% | $3,224+555.0% | $11,426+84.8% |