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 | $173,498 | $84,402+105.6% | $61,373+182.7% | $134,475+29.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -21.36% | 584.55%-605.9pp | 338.61%-360.0pp | 417.96%-439.3pp |
| Employer contribution / active EE | $7,515 | $1,544+386.6% | $1,159+548.2% | $4,740+58.6% |
| Participant deferral / active EE | $14,130 | $2,819+401.2% | $2,125+564.9% | $6,400+120.8% |
| Admin fee / account holder | $3,815 | $2,585+47.6% | $2,130+79.1% | $11,426-66.6% |