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 | $198,644 | $92,703+114.3% | $82,719+140.1% | $134,475+47.7% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.3pp |
| Annual return | -13.85% | 944.92%-958.8pp | 701.18%-715.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $10,878 | $3,274+232.3% | $3,009+261.5% | $4,740+129.5% |
| Participant deferral / active EE | $8,713 | $4,802+81.4% | $4,395+98.2% | $6,400+36.1% |
| Admin fee / account holder | $5,187 | $5,983-13.3% | $5,329-2.7% | $11,426-54.6% |