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 | $120,199 | $160,055-24.9% | $140,016-14.2% | $135,375-11.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.58% | 911.38%-913.0pp | 651.12%-652.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $3,211 | $6,420-50.0% | $5,606-42.7% | $4,779-32.8% |
| Participant deferral / active EE | $11,200 | $7,642+46.6% | $6,927+61.7% | $5,609+99.7% |
| Admin fee / account holder | $1,693 | $13,328-87.3% | $10,705-84.2% | $10,827-84.4% |