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 | $138,000 | $92,703+48.9% | $82,719+66.8% | $134,475+2.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.61% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,200 | $3,274-2.3% | $3,009+6.3% | $4,740-32.5% |
| Participant deferral / active EE | $10,051 | $4,802+109.3% | $4,395+128.7% | $6,400+57.1% |
| Admin fee / account holder | $898 | $5,983-85.0% | $5,329-83.1% | $11,426-92.1% |