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 7-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 | $150,303 | $92,703+62.1% | $82,719+81.7% | $134,475+11.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.91% | 944.92%-963.8pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $9,122 | $3,274+178.6% | $3,009+203.2% | $4,740+92.5% |
| Participant deferral / active EE | $7,679 | $4,802+59.9% | $4,395+74.7% | $6,400+20.0% |
| Admin fee / account holder | $1,261 | $5,983-78.9% | $5,329-76.3% | $11,426-89.0% |