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 | $168,136 | $92,703+81.4% | $82,719+103.3% | $134,475+25.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.27% | 944.92%-957.2pp | 701.18%-713.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $7,927 | $3,274+142.1% | $3,009+163.5% | $4,740+67.3% |
| Participant deferral / active EE | $4,922 | $4,802+2.5% | $4,395+12.0% | $6,400-23.1% |
| Admin fee / account holder | $1,949 | $5,983-67.4% | $5,329-63.4% | $11,426-82.9% |