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 9-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 | $204,431 | $92,703+120.5% | $82,719+147.1% | $134,475+52.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -18.41% | 944.92%-963.3pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,973 | $3,274+21.4% | $3,009+32.1% | $4,740-16.2% |
| Participant deferral / active EE | $8,362 | $4,802+74.1% | $4,395+90.3% | $6,400+30.7% |
| Admin fee / account holder | $1,052 | $5,983-82.4% | $5,329-80.3% | $11,426-90.8% |