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 | $233,333 | $92,703+151.7% | $82,719+182.1% | $134,475+73.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.65% | 944.92%-960.6pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,728 | $3,274+13.9% | $3,009+23.9% | $4,740-21.4% |
| Participant deferral / active EE | $6,295 | $4,802+31.1% | $4,395+43.2% | $6,400-1.6% |
| Admin fee / account holder | $162,031 | $5,983+2608.4% | $5,329+2940.6% | $11,426+1318.1% |