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 | $205,166 | $92,703+121.3% | $82,719+148.0% | $134,475+52.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.47% | 944.92%-961.4pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,194 | $3,274-2.5% | $3,009+6.1% | $4,740-32.6% |
| Participant deferral / active EE | $7,338 | $4,802+52.8% | $4,395+67.0% | $6,400+14.7% |
| Admin fee / account holder | $1,046 | $5,983-82.5% | $5,329-80.4% | $11,426-90.8% |