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 | $146,684 | $92,703+58.2% | $82,719+77.3% | $134,475+9.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.79% | 944.92%-963.7pp | 701.18%-720.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $10,194 | $3,274+211.4% | $3,009+238.8% | $4,740+115.1% |
| Participant deferral / active EE | $4,336 | $4,802-9.7% | $4,395-1.3% | $6,400-32.2% |
| Admin fee / account holder | $985 | $5,983-83.5% | $5,329-81.5% | $11,426-91.4% |