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 | $230,456 | $95,971+140.1% | $74,550+209.1% | $135,375+70.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.08% | 56.96%-62.0pp | 32.53%-37.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,165 | $2,716+90.1% | $1,961+163.4% | $4,779+8.1% |
| Participant deferral / active EE | $6,451 | $3,843+67.8% | $3,108+107.5% | $5,609+15.0% |
| Admin fee / account holder | $14,026 | $6,522+115.1% | $5,060+177.2% | $10,827+29.5% |