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 | $162,184 | $92,703+75.0% | $82,719+96.1% | $134,475+20.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.88% | 944.92%-960.8pp | 701.18%-717.1pp | 417.96%-433.8pp |
| Employer contribution / active EE | $4,543 | $3,274+38.8% | $3,009+51.0% | $4,740-4.1% |
| Participant deferral / active EE | $12,079 | $4,802+151.5% | $4,395+174.8% | $6,400+88.7% |
| Admin fee / account holder | $5,605 | $5,983-6.3% | $5,329+5.2% | $11,426-50.9% |