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 | $109,259 | $101,283+7.9% | $75,826+44.1% | $135,375-19.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -5.04% | 3384.62%-3389.7pp | 1914.15%-1919.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,187 | $2,382-8.2% | $1,913+14.3% | $4,779-54.2% |
| Participant deferral / active EE | $13,500 | $3,469+289.2% | $2,862+371.6% | $5,609+140.7% |
| Admin fee / account holder | $3,716 | $6,539-43.2% | $4,726-21.4% | $10,827-65.7% |