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 | $105,174 | $84,695+24.2% | $73,843+42.4% | $125,391-16.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.28% | 3123.53%-3124.8pp | 2267.84%-2269.1pp | 282.22%-283.5pp |
| Employer contribution / active EE | $4,127 | $3,123+32.1% | $2,787+48.1% | $4,866-15.2% |
| Participant deferral / active EE | $7,203 | $3,992+80.4% | $3,583+101.0% | $5,352+34.6% |
| Admin fee / account holder | $12,147 | $5,691+113.4% | $4,880+148.9% | $9,540+27.3% |