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 | $181,274 | $95,971+88.9% | $74,550+143.2% | $135,375+33.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.97% | 56.96%-61.9pp | 32.53%-37.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,181 | $2,716-56.5% | $1,961-39.8% | $4,779-75.3% |
| Participant deferral / active EE | $3,654 | $3,843-4.9% | $3,108+17.6% | $5,609-34.8% |
| Admin fee / account holder | $43,318 | $6,522+564.2% | $5,060+756.2% | $10,827+300.1% |