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 5-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 | $154,418 | $92,703+66.6% | $82,719+86.7% | $134,475+14.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.99% | 944.92%-960.9pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $9,253 | $3,274+182.6% | $3,009+207.5% | $4,740+95.2% |
| Participant deferral / active EE | $8,001 | $4,802+66.6% | $4,395+82.0% | $6,400+25.0% |
| Admin fee / account holder | $3,196 | $5,983-46.6% | $5,329-40.0% | $11,426-72.0% |