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 | $122,483 | $95,971+27.6% | $74,550+64.3% | $135,375-9.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.30% | 56.96%-63.3pp | 32.53%-38.8pp | 519.73%-526.0pp |
| Employer contribution / active EE | $4,648 | $2,716+71.1% | $1,961+137.0% | $4,779-2.7% |
| Participant deferral / active EE | $5,164 | $3,843+34.4% | $3,108+66.2% | $5,609-7.9% |
| Admin fee / account holder | $24,579 | $6,522+276.9% | $5,060+385.8% | $10,827+127.0% |