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 | $224,197 | $90,600+147.5% | $79,464+182.1% | $135,375+65.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.52% | 977.43%-983.0pp | 718.14%-723.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $16,189 | $3,068+427.7% | $2,800+478.1% | $4,779+238.8% |
| Participant deferral / active EE | $8,339 | $4,050+105.9% | $3,704+125.1% | $5,609+48.7% |
| Admin fee / account holder | $1,720 | $5,907-70.9% | $5,113-66.4% | $10,827-84.1% |