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 | $135,698 | $92,703+46.4% | $82,719+64.0% | $134,475+0.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.87% | 944.92%-964.8pp | 701.18%-721.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $17,646 | $3,274+439.0% | $3,009+486.5% | $4,740+272.3% |
| Participant deferral / active EE | $15,244 | $4,802+217.4% | $4,395+246.8% | $6,400+138.2% |
| Admin fee / account holder | $821 | $5,983-86.3% | $5,329-84.6% | $11,426-92.8% |