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 | $221,702 | $97,757+126.8% | $83,848+164.4% | $135,375+63.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.27% | 1287.37%-1296.6pp | 850.88%-860.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $13,214 | $4,222+213.0% | $3,631+264.0% | $4,779+176.5% |
| Participant deferral / active EE | $9,650 | $4,682+106.1% | $4,082+136.4% | $5,609+72.1% |
| Admin fee / account holder | $1,781 | $6,674-73.3% | $5,478-67.5% | $10,827-83.6% |