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 | $175,019 | $90,600+93.2% | $79,464+120.2% | $135,375+29.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.63% | 977.43%-980.1pp | 718.14%-720.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $6,996 | $3,068+128.0% | $2,800+149.8% | $4,779+46.4% |
| Participant deferral / active EE | $3,840 | $4,050-5.2% | $3,704+3.7% | $5,609-31.5% |
| Admin fee / account holder | $5,051 | $5,907-14.5% | $5,113-1.2% | $10,827-53.4% |