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 | $144,445 | $92,703+55.8% | $82,719+74.6% | $134,475+7.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.37% | 944.92%-958.3pp | 701.18%-714.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $12,260 | $3,274+274.5% | $3,009+307.4% | $4,740+158.7% |
| Participant deferral / active EE | $8,848 | $4,802+84.3% | $4,395+101.3% | $6,400+38.3% |
| Admin fee / account holder | $7,322 | $5,983+22.4% | $5,329+37.4% | $11,426-35.9% |