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 | $230,122 | $92,703+148.2% | $82,719+178.2% | $134,475+71.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.72% | 944.92%-959.6pp | 701.18%-715.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,986 | $3,274-8.8% | $3,009-0.8% | $4,740-37.0% |
| Participant deferral / active EE | $9,466 | $4,802+97.1% | $4,395+115.4% | $6,400+47.9% |
| Admin fee / account holder | $1,568 | $5,983-73.8% | $5,329-70.6% | $11,426-86.3% |