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 | $125,486 | $180,449-30.5% | $154,107-18.6% | $135,375-7.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.28% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,364 | $6,035-60.8% | $5,298-55.4% | $4,779-50.5% |
| Participant deferral / active EE | $6,227 | $5,806+7.2% | $5,081+22.6% | $5,609+11.0% |
| Admin fee / account holder | $19,492 | $16,143+20.7% | $13,411+45.3% | $10,827+80.0% |