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 | $142,180 | $95,971+48.1% | $74,550+90.7% | $135,375+5.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.46% | 56.96%-61.4pp | 32.53%-37.0pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,177 | $2,716-19.8% | $1,961+11.0% | $4,779-54.4% |
| Participant deferral / active EE | $5,425 | $3,843+41.2% | $3,108+74.5% | $5,609-3.3% |
| Admin fee / account holder | $82,739 | $6,522+1168.7% | $5,060+1535.3% | $10,827+664.2% |