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 | $192,894 | $106,543+81.0% | $91,220+111.5% | $134,475+43.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.72% | 160.60%-176.3pp | 114.01%-129.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,137 | $3,331-5.8% | $2,850+10.1% | $4,740-33.8% |
| Participant deferral / active EE | $10,217 | $4,719+116.5% | $4,234+141.3% | $6,400+59.6% |
| Admin fee / account holder | $13,153 | $6,231+111.1% | $5,420+142.7% | $11,426+15.1% |