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 | $189,829 | $97,757+94.2% | $83,848+126.4% | $135,375+40.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.73% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $9,156 | $4,222+116.9% | $3,631+152.2% | $4,779+91.6% |
| Participant deferral / active EE | $6,350 | $4,682+35.6% | $4,082+55.6% | $5,609+13.2% |
| Admin fee / account holder | $24,937 | $6,674+273.7% | $5,478+355.2% | $10,827+130.3% |