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 | $168,295 | $106,543+58.0% | $91,220+84.5% | $134,475+25.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.48% | 160.60%-177.1pp | 114.01%-130.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,802 | $3,331+104.2% | $2,850+138.7% | $4,740+43.5% |
| Participant deferral / active EE | $7,241 | $4,719+53.5% | $4,234+71.0% | $6,400+13.1% |
| Admin fee / account holder | $13,940 | $6,231+123.7% | $5,420+157.2% | $11,426+22.0% |