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 | $210,948 | $92,703+127.6% | $82,719+155.0% | $134,475+56.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.05% | 944.92%-961.0pp | 701.18%-717.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,872 | $3,274+48.8% | $3,009+61.9% | $4,740+2.8% |
| Participant deferral / active EE | $13,891 | $4,802+189.3% | $4,395+216.1% | $6,400+117.0% |
| Admin fee / account holder | $15,752 | $5,983+163.3% | $5,329+195.6% | $11,426+37.9% |