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 | $201,598 | $152,509+32.2% | $117,472+71.6% | $134,475+49.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.09% | 52.99%-66.1pp | 29.74%-42.8pp | 417.96%-431.1pp |
| Employer contribution / active EE | $10,797 | $5,571+93.8% | $4,176+158.5% | $4,740+127.8% |
| Participant deferral / active EE | $18,000 | $4,818+273.6% | $4,070+342.2% | $6,400+181.3% |
| Admin fee / account holder | $1,494 | $7,004-78.7% | $5,645-73.5% | $11,426-86.9% |