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 | $111,938 | $160,055-30.1% | $140,016-20.1% | $135,375-17.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.24% | 911.38%-918.6pp | 651.12%-658.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $8,448 | $6,420+31.6% | $5,606+50.7% | $4,779+76.8% |
| Participant deferral / active EE | $6,892 | $7,642-9.8% | $6,927-0.5% | $5,609+22.9% |
| Admin fee / account holder | $1,491 | $13,328-88.8% | $10,705-86.1% | $10,827-86.2% |