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 | $123,050 | $97,757+25.9% | $83,848+46.8% | $135,375-9.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.73% | 1287.37%-1289.1pp | 850.88%-852.6pp | 519.73%-521.5pp |
| Employer contribution / active EE | $16,444 | $4,222+289.5% | $3,631+352.9% | $4,779+244.1% |
| Participant deferral / active EE | $14,333 | $4,682+206.1% | $4,082+251.2% | $5,609+155.6% |
| Admin fee / account holder | $938 | $6,674-85.9% | $5,478-82.9% | $10,827-91.3% |