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 | $174,705 | $92,703+88.5% | $82,719+111.2% | $134,475+29.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.35% | 944.92%-956.3pp | 701.18%-712.5pp | 417.96%-429.3pp |
| Employer contribution / active EE | $9,069 | $3,274+177.0% | $3,009+201.4% | $4,740+91.3% |
| Participant deferral / active EE | $10,362 | $4,802+115.8% | $4,395+135.8% | $6,400+61.9% |
| Admin fee / account holder | $2,293 | $5,983-61.7% | $5,329-57.0% | $11,426-79.9% |