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 | $168,628 | $84,402+99.8% | $61,373+174.8% | $134,475+25.4% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -14.47% | 584.55%-599.0pp | 338.61%-353.1pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,485 | $1,544-3.8% | $1,159+28.1% | $4,740-68.7% |
| Participant deferral / active EE | $6,920 | $2,819+145.5% | $2,125+225.7% | $6,400+8.1% |
| Admin fee / account holder | $1,110 | $2,585-57.0% | $2,130-47.9% | $11,426-90.3% |