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 | $210,787 | $92,703+127.4% | $82,719+154.8% | $134,475+56.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.26% | 944.92%-960.2pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $14,099 | $3,274+330.7% | $3,009+368.6% | $4,740+197.5% |
| Participant deferral / active EE | $19,280 | $4,802+301.5% | $4,395+338.7% | $6,400+201.3% |
| Admin fee / account holder | $293,492 | $5,983+4805.8% | $5,329+5407.6% | $11,426+2468.7% |