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 | $195,092 | $95,971+103.3% | $74,550+161.7% | $135,375+44.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.82% | 56.96%-61.8pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,523 | $2,716-43.9% | $1,961-22.3% | $4,779-68.1% |
| Participant deferral / active EE | $12,169 | $3,843+216.6% | $3,108+291.5% | $5,609+117.0% |
| Admin fee / account holder | $5,018 | $6,522-23.1% | $5,060-0.8% | $10,827-53.7% |