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 | $232,148 | $97,757+137.5% | $83,848+176.9% | $135,375+71.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.24% | 1287.37%-1289.6pp | 850.88%-853.1pp | 519.73%-522.0pp |
| Employer contribution / active EE | $10,127 | $4,222+139.9% | $3,631+178.9% | $4,779+111.9% |
| Participant deferral / active EE | $7,140 | $4,682+52.5% | $4,082+74.9% | $5,609+27.3% |
| Admin fee / account holder | $2,510 | $6,674-62.4% | $5,478-54.2% | $10,827-76.8% |