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 | $141,259 | $90,600+55.9% | $79,464+77.8% | $135,375+4.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.75% | 977.43%-978.2pp | 718.14%-718.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $7,303 | $3,068+138.0% | $2,800+160.8% | $4,779+52.8% |
| Participant deferral / active EE | $4,331 | $4,050+6.9% | $3,704+16.9% | $5,609-22.8% |
| Admin fee / account holder | $13,466 | $5,907+128.0% | $5,113+163.4% | $10,827+24.4% |