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 | $200,923 | $138,065+45.5% | $123,544+62.6% | $135,375+48.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.28% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $10,716 | $5,151+108.0% | $4,628+131.5% | $4,779+124.2% |
| Participant deferral / active EE | $5,396 | $6,799-20.6% | $6,426-16.0% | $5,609-3.8% |
| Admin fee / account holder | $144,240 | $10,916+1221.4% | $9,284+1453.7% | $10,827+1232.2% |