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 | $186,859 | $90,600+106.2% | $79,464+135.1% | $135,375+38.0% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -2.43% | 977.43%-979.9pp | 718.14%-720.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $4,357 | $3,068+42.0% | $2,800+55.6% | $4,779-8.8% |
| Participant deferral / active EE | $13,782 | $4,050+240.3% | $3,704+272.1% | $5,609+145.7% |
| Admin fee / account holder | $111,735 | $5,907+1791.6% | $5,113+2085.3% | $10,827+932.0% |