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 | $130,480 | $92,703+40.8% | $82,719+57.7% | $134,475-3.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.24% | 944.92%-965.2pp | 701.18%-721.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,935 | $3,274-40.9% | $3,009-35.7% | $4,740-59.2% |
| Participant deferral / active EE | $6,360 | $4,802+32.4% | $4,395+44.7% | $6,400-0.6% |
| Admin fee / account holder | $6,721 | $5,983+12.3% | $5,329+26.1% | $11,426-41.2% |