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 | $82,797 | $160,055-48.3% | $140,016-40.9% | $135,375-38.8% |
| 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 | $3,218 | $6,420-49.9% | $5,606-42.6% | $4,779-32.7% |
| Participant deferral / active EE | $6,277 | $7,642-17.9% | $6,927-9.4% | $5,609+11.9% |
| Admin fee / account holder | $511 | $13,328-96.2% | $10,705-95.2% | $10,827-95.3% |