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 | $194,915 | $92,703+110.3% | $82,719+135.6% | $134,475+44.9% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -18.78% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,336 | $3,274-59.2% | $3,009-55.6% | $4,740-71.8% |
| Participant deferral / active EE | $6,579 | $4,802+37.0% | $4,395+49.7% | $6,400+2.8% |
| Admin fee / account holder | $1,406 | $5,983-76.5% | $5,329-73.6% | $11,426-87.7% |