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 | $167,705 | $90,600+85.1% | $79,464+111.0% | $135,375+23.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.58% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $12,763 | $3,068+316.0% | $2,800+355.7% | $4,779+167.1% |
| Participant deferral / active EE | $10,572 | $4,050+161.0% | $3,704+185.4% | $5,609+88.5% |
| Admin fee / account holder | $3,639 | $5,907-38.4% | $5,113-28.8% | $10,827-66.4% |