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 | $129,688 | $160,055-19.0% | $140,016-7.4% | $135,375-4.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.29% | 911.38%-918.7pp | 651.12%-658.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $4,312 | $6,420-32.8% | $5,606-23.1% | $4,779-9.8% |
| Participant deferral / active EE | $6,419 | $7,642-16.0% | $6,927-7.3% | $5,609+14.4% |
| Admin fee / account holder | $36,235 | $13,328+171.9% | $10,705+238.5% | $10,827+234.7% |