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 | $136,567 | $90,600+50.7% | $79,464+71.9% | $135,375+0.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.73% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $4,824 | $3,068+57.3% | $2,800+72.3% | $4,779+1.0% |
| Participant deferral / active EE | $17,371 | $4,050+328.9% | $3,704+369.0% | $5,609+209.7% |
| Admin fee / account holder | $2,998 | $5,907-49.2% | $5,113-41.4% | $10,827-72.3% |