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 | $93,467 | $92,703+0.8% | $82,719+13.0% | $134,475-30.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -9.17% | 944.92%-954.1pp | 701.18%-710.3pp | 417.96%-427.1pp |
| Employer contribution / active EE | $4,889 | $3,274+49.3% | $3,009+62.5% | $4,740+3.2% |
| Participant deferral / active EE | $3,735 | $4,802-22.2% | $4,395-15.0% | $6,400-41.6% |
| Admin fee / account holder | $129,669 | $5,983+2067.5% | $5,329+2333.3% | $11,426+1034.9% |