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 | $99,934 | $90,600+10.3% | $79,464+25.8% | $135,375-26.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.64% | 977.43%-978.1pp | 718.14%-718.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $652 | $3,068-78.8% | $2,800-76.7% | $4,779-86.4% |
| Participant deferral / active EE | $7,000 | $4,050+72.8% | $3,704+89.0% | $5,609+24.8% |
| Admin fee / account holder | $1,049 | $5,907-82.2% | $5,113-79.5% | $10,827-90.3% |