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 | $132,813 | $95,971+38.4% | $74,550+78.2% | $135,375-1.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.42% | 56.96%-64.4pp | 32.53%-39.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $10,309 | $2,716+279.6% | $1,961+425.7% | $4,779+115.7% |
| Participant deferral / active EE | $8,745 | $3,843+127.5% | $3,108+181.4% | $5,609+55.9% |
| Admin fee / account holder | $929 | $6,522-85.8% | $5,060-81.6% | $10,827-91.4% |