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 | $175,512 | $92,703+89.3% | $82,719+112.2% | $134,475+30.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.41% | 944.92%-958.3pp | 701.18%-714.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $10,781 | $3,274+229.3% | $3,009+258.3% | $4,740+127.5% |
| Participant deferral / active EE | $3,343 | $4,802-30.4% | $4,395-23.9% | $6,400-47.8% |
| Admin fee / account holder | $3,343 | $5,983-44.1% | $5,329-37.3% | $11,426-70.7% |