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 | $184,136 | $92,703+98.6% | $82,719+122.6% | $134,475+36.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -19.90% | 944.92%-964.8pp | 701.18%-721.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $18,960 | $3,274+479.1% | $3,009+530.1% | $4,740+300.0% |
| Participant deferral / active EE | $6,726 | $4,802+40.1% | $4,395+53.0% | $6,400+5.1% |
| Admin fee / account holder | $2,362 | $5,983-60.5% | $5,329-55.7% | $11,426-79.3% |