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 | $180,878 | $92,703+95.1% | $82,719+118.7% | $134,475+34.5% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -19.12% | 944.92%-964.0pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $13,023 | $3,274+297.8% | $3,009+332.8% | $4,740+174.8% |
| Participant deferral / active EE | $10,080 | $4,802+109.9% | $4,395+129.3% | $6,400+57.5% |
| Admin fee / account holder | $2,131 | $5,983-64.4% | $5,329-60.0% | $11,426-81.3% |