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 | $104,726 | $160,055-34.6% | $140,016-25.2% | $135,375-22.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.34% | 911.38%-917.7pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $12,704 | $6,420+97.9% | $5,606+126.6% | $4,779+165.8% |
| Participant deferral / active EE | $7,514 | $7,642-1.7% | $6,927+8.5% | $5,609+34.0% |
| Admin fee / account holder | $8,708 | $13,328-34.7% | $10,705-18.7% | $10,827-19.6% |