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 | $198,582 | $138,065+43.8% | $123,544+60.7% | $135,375+46.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.30% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $4,652 | $5,151-9.7% | $4,628+0.5% | $4,779-2.7% |
| Participant deferral / active EE | $12,283 | $6,799+80.7% | $6,426+91.2% | $5,609+119.0% |
| Admin fee / account holder | $1,179 | $10,916-89.2% | $9,284-87.3% | $10,827-89.1% |