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 | $215,891 | $84,402+155.8% | $61,373+251.8% | $134,475+60.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -2.73% | 584.55%-587.3pp | 338.61%-341.3pp | 417.96%-420.7pp |
| Employer contribution / active EE | $10,099 | $1,544+553.9% | $1,159+771.0% | $4,740+113.1% |
| Participant deferral / active EE | $6,073 | $2,819+115.4% | $2,125+185.8% | $6,400-5.1% |
| Admin fee / account holder | $2,936 | $2,585+13.6% | $2,130+37.8% | $11,426-74.3% |