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 | $194,501 | $92,703+109.8% | $82,719+135.1% | $134,475+44.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -17.05% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $7,515 | $3,274+129.5% | $3,009+149.8% | $4,740+58.6% |
| Participant deferral / active EE | $16,542 | $4,802+244.5% | $4,395+276.4% | $6,400+158.5% |
| Admin fee / account holder | $31,815 | $5,983+431.8% | $5,329+497.0% | $11,426+178.4% |