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 | $161,814 | $90,600+78.6% | $79,464+103.6% | $135,375+19.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.10% | 977.43%-982.5pp | 718.14%-723.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $12,218 | $3,068+298.2% | $2,800+336.3% | $4,779+155.7% |
| Participant deferral / active EE | $10,271 | $4,050+153.6% | $3,704+177.3% | $5,609+83.1% |
| Admin fee / account holder | $5,214 | $5,907-11.7% | $5,113+2.0% | $10,827-51.8% |