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 | $155,692 | $92,703+67.9% | $82,719+88.2% | $134,475+15.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.05% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,114 | $3,274-4.9% | $3,009+3.5% | $4,740-34.3% |
| Participant deferral / active EE | $16,139 | $4,802+236.1% | $4,395+267.2% | $6,400+152.2% |
| Admin fee / account holder | $6,204 | $5,983+3.7% | $5,329+16.4% | $11,426-45.7% |