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 | $140,947 | $92,703+52.0% | $82,719+70.4% | $134,475+4.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.89% | 944.92%-955.8pp | 701.18%-712.1pp | 417.96%-428.8pp |
| Employer contribution / active EE | $2,400 | $3,274-26.7% | $3,009-20.2% | $4,740-49.4% |
| Participant deferral / active EE | $14,316 | $4,802+198.1% | $4,395+225.7% | $6,400+123.7% |
| Admin fee / account holder | $30,536 | $5,983+410.4% | $5,329+473.0% | $11,426+167.3% |