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 | $134,450 | $67,331+99.7% | $60,874+120.9% | $134,4750% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.66% | 49.93%-62.6pp | 16.90%-29.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $14,461 | $3,096+367.0% | $2,701+435.3% | $4,740+205.1% |
| Participant deferral / active EE | $13,118 | $4,538+189.0% | $3,817+243.7% | $6,400+105.0% |
| Admin fee / account holder | $1,469 | $4,582-67.9% | $3,224-54.4% | $11,426-87.1% |