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 | $156,586 | $90,600+72.8% | $79,464+97.1% | $135,375+15.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.64% | 977.43%-981.1pp | 718.14%-721.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,518 | $3,068-17.9% | $2,800-10.1% | $4,779-47.3% |
| Participant deferral / active EE | $6,218 | $4,050+53.5% | $3,704+67.9% | $5,609+10.9% |
| Admin fee / account holder | $3,055 | $5,907-48.3% | $5,113-40.3% | $10,827-71.8% |