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 9-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 | $182,022 | $84,402+115.7% | $61,373+196.6% | $134,475+35.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.72% | 584.55%-602.3pp | 338.61%-356.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,744 | $1,544+142.4% | $1,159+222.9% | $4,740-21.0% |
| Participant deferral / active EE | $18,720 | $2,819+564.1% | $2,125+781.0% | $6,400+192.5% |
| Admin fee / account holder | $920 | $2,585-64.4% | $2,130-56.8% | $11,426-91.9% |