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 | $200,650 | $92,703+116.4% | $82,719+142.6% | $134,475+49.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.63% | 944.92%-961.6pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,321 | $3,274+32.0% | $3,009+43.6% | $4,740-8.8% |
| Participant deferral / active EE | $8,023 | $4,802+67.1% | $4,395+82.5% | $6,400+25.4% |
| Admin fee / account holder | $5,501 | $5,983-8.1% | $5,329+3.2% | $11,426-51.9% |