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 | $177,431 | $97,757+81.5% | $83,848+111.6% | $135,375+31.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.20% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $5,340 | $4,222+26.5% | $3,631+47.1% | $4,779+11.7% |
| Participant deferral / active EE | $12,032 | $4,682+157.0% | $4,082+194.8% | $5,609+114.5% |
| Admin fee / account holder | $25,240 | $6,674+278.2% | $5,478+360.7% | $10,827+133.1% |