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 | $131,769 | $84,402+56.1% | $61,373+114.7% | $134,475-2.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.52% | 584.55%-599.1pp | 338.61%-353.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $5,408 | $1,544+250.2% | $1,159+366.5% | $4,740+14.1% |
| Participant deferral / active EE | $8,526 | $2,819+202.5% | $2,125+301.3% | $6,400+33.2% |
| Admin fee / account holder | $32,008 | $2,585+1138.1% | $2,130+1402.9% | $11,426+180.1% |