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 9-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 | $130,078 | $92,703+40.3% | $82,719+57.3% | $134,475-3.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.94% | 944.92%-959.9pp | 701.18%-716.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $17,559 | $3,274+436.4% | $3,009+483.6% | $4,740+270.5% |
| Participant deferral / active EE | $26,088 | $4,802+443.3% | $4,395+493.6% | $6,400+307.6% |
| Admin fee / account holder | $54,481 | $5,983+810.7% | $5,329+922.4% | $11,426+376.8% |