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 | $198,596 | $92,703+114.2% | $82,719+140.1% | $134,475+47.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.86% | 944.92%-961.8pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,598 | $3,274+71.0% | $3,009+86.0% | $4,740+18.1% |
| Participant deferral / active EE | $3,800 | $4,802-20.9% | $4,395-13.5% | $6,400-40.6% |
| Admin fee / account holder | $3,032 | $5,983-49.3% | $5,329-43.1% | $11,426-73.5% |