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 | $94,327 | $160,055-41.1% | $140,016-32.6% | $135,375-30.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.04% | 911.38%-918.4pp | 651.12%-658.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $7,083 | $6,420+10.3% | $5,606+26.4% | $4,779+48.2% |
| Participant deferral / active EE | $12,667 | $7,642+65.8% | $6,927+82.9% | $5,609+125.8% |
| Admin fee / account holder | $3,319 | $13,328-75.1% | $10,705-69.0% | $10,827-69.3% |