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 | $91,679 | $84,402+8.6% | $61,373+49.4% | $134,475-31.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.59% | 584.55%-600.1pp | 338.61%-354.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,642 | $1,544+71.1% | $1,159+127.9% | $4,740-44.3% |
| Participant deferral / active EE | $6,657 | $2,819+136.2% | $2,125+213.3% | $6,400+4.0% |
| Admin fee / account holder | $387 | $2,585-85.0% | $2,130-81.8% | $11,426-96.6% |