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 | $130,293 | $92,703+40.5% | $82,719+57.5% | $134,475-3.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.33% | 944.92%-964.3pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $7,430 | $3,274+127.0% | $3,009+146.9% | $4,740+56.8% |
| Participant deferral / active EE | $11,850 | $4,802+146.8% | $4,395+169.6% | $6,400+85.2% |
| Admin fee / account holder | $7,131 | $5,983+19.2% | $5,329+33.8% | $11,426-37.6% |