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 | $187,839 | $90,600+107.3% | $79,464+136.4% | $135,375+38.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -5.86% | 977.43%-983.3pp | 718.14%-724.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $5,664 | $3,068+84.6% | $2,800+102.2% | $4,779+18.5% |
| Participant deferral / active EE | $7,025 | $4,050+73.4% | $3,704+89.7% | $5,609+25.3% |
| Admin fee / account holder | $2,189 | $5,907-62.9% | $5,113-57.2% | $10,827-79.8% |