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 | $190,769 | $84,402+126.0% | $61,373+210.8% | $134,475+41.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.17% | 584.55%-604.7pp | 338.61%-358.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $10,434 | $1,544+575.6% | $1,159+799.9% | $4,740+120.1% |
| Participant deferral / active EE | $11,742 | $2,819+316.5% | $2,125+452.6% | $6,400+83.5% |
| Admin fee / account holder | $2,000 | $2,585-22.6% | $2,130-6.1% | $11,426-82.5% |