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 | $76,838 | $135,635-43.3% | $110,238-30.3% | $135,375-43.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.63% | 513.19%-518.8pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $6,609 | $4,906+34.7% | $3,826+72.7% | $4,779+38.3% |
| Participant deferral / active EE | $3,824 | $5,506-30.5% | $4,672-18.1% | $5,609-31.8% |
| Admin fee / account holder | $521 | $11,457-95.5% | $8,547-93.9% | $10,827-95.2% |