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 | $138,908 | $95,971+44.7% | $74,550+86.3% | $135,375+2.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.05% | 56.96%-57.0pp | 32.53%-32.6pp | 519.73%-519.8pp |
| Employer contribution / active EE | $7,222 | $2,716+165.9% | $1,961+268.3% | $4,779+51.1% |
| Participant deferral / active EE | $5,305 | $3,843+38.0% | $3,108+70.7% | $5,609-5.4% |
| Admin fee / account holder | $2,293 | $6,522-64.8% | $5,060-54.7% | $10,827-78.8% |