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 | $217,530 | $92,703+134.7% | $82,719+163.0% | $134,475+61.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.45% | 944.92%-962.4pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $751 | $3,274-77.1% | $3,009-75.0% | $4,740-84.2% |
| Participant deferral / active EE | $8,589 | $4,802+78.9% | $4,395+95.4% | $6,400+34.2% |
| Admin fee / account holder | $1,996 | $5,983-66.6% | $5,329-62.5% | $11,426-82.5% |