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 | $120,804 | $84,402+43.1% | $61,373+96.8% | $134,475-10.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.08% | 584.55%-602.6pp | 338.61%-356.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,790 | $1,544+15.9% | $1,159+54.4% | $4,740-62.2% |
| Participant deferral / active EE | $5,577 | $2,819+97.9% | $2,125+162.5% | $6,400-12.9% |
| Admin fee / account holder | $2,608 | $2,585+0.9% | $2,130+22.4% | $11,426-77.2% |