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 | $131,798 | $92,703+42.2% | $82,719+59.3% | $134,475-2.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.01% | 944.92%-959.9pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $7,796 | $3,274+138.1% | $3,009+159.1% | $4,740+64.5% |
| Participant deferral / active EE | $6,302 | $4,802+31.2% | $4,395+43.4% | $6,400-1.5% |
| Admin fee / account holder | $13,085 | $5,983+118.7% | $5,329+145.5% | $11,426+14.5% |