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 | $107,709 | $90,600+18.9% | $79,464+35.5% | $135,375-20.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.06% | 977.43%-980.5pp | 718.14%-721.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $10,908 | $3,068+255.5% | $2,800+289.5% | $4,779+128.3% |
| Participant deferral / active EE | $5,990 | $4,050+47.9% | $3,704+61.7% | $5,609+6.8% |
| Admin fee / account holder | $33,001 | $5,907+458.7% | $5,113+545.4% | $10,827+204.8% |