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 | $192,548 | $135,635+42.0% | $110,238+74.7% | $135,375+42.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.24% | 513.19%-519.4pp | 314.74%-321.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,133 | $4,906-36.1% | $3,826-18.1% | $4,779-34.4% |
| Participant deferral / active EE | $6,159 | $5,506+11.8% | $4,672+31.8% | $5,609+9.8% |
| Admin fee / account holder | $22,057 | $11,457+92.5% | $8,547+158.1% | $10,827+103.7% |