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 | $154,954 | $92,703+67.2% | $82,719+87.3% | $134,475+15.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.16% | 944.92%-962.1pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,887 | $3,274-11.8% | $3,009-4.1% | $4,740-39.1% |
| Participant deferral / active EE | $7,559 | $4,802+57.4% | $4,395+72.0% | $6,400+18.1% |
| Admin fee / account holder | $1,525 | $5,983-74.5% | $5,329-71.4% | $11,426-86.7% |