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 | $210,566 | $92,703+127.1% | $82,719+154.6% | $134,475+56.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -15.44% | 944.92%-960.4pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,252 | $3,274-0.7% | $3,009+8.1% | $4,740-31.4% |
| Participant deferral / active EE | $12,368 | $4,802+157.6% | $4,395+181.4% | $6,400+93.3% |
| Admin fee / account holder | $129,511 | $5,983+2064.8% | $5,329+2330.4% | $11,426+1033.5% |