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 | $177,410 | $92,703+91.4% | $82,719+114.5% | $134,475+31.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -13.65% | 944.92%-958.6pp | 701.18%-714.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $10,380 | $3,274+217.0% | $3,009+245.0% | $4,740+119.0% |
| Participant deferral / active EE | $10,380 | $4,802+116.2% | $4,395+136.2% | $6,400+62.2% |
| Admin fee / account holder | $1,402 | $5,983-76.6% | $5,329-73.7% | $11,426-87.7% |