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 | $175,132 | $52,519+233.5% | $155,790+12.4% | $59,632+193.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -2.53% | 53.51%-56.0pp | 71.54%-74.1pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $7,435 | $1,589+367.8% | $3,836+93.8% | $2,203+237.6% |
| Participant deferral / active EE | $10,317 | $3,084+234.5% | $4,797+115.1% | $3,192+223.3% |
| Admin fee / account holder | $16,389 | $3,540+363.0% | $7,478+119.2% | $4,297+281.4% |