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 | $149,973 | $90,600+65.5% | $79,464+88.7% | $135,375+10.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.88% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $11,200 | $3,068+265.1% | $2,800+300.0% | $4,779+134.4% |
| Participant deferral / active EE | $9,320 | $4,050+130.1% | $3,704+151.6% | $5,609+66.2% |
| Admin fee / account holder | $28,464 | $5,907+381.9% | $5,113+456.7% | $10,827+162.9% |