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 | $94,576 | $138,044-31.5% | $125,339-24.5% | $134,475-29.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.08% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $7,044 | $5,243+34.3% | $4,814+46.3% | $4,740+48.6% |
| Participant deferral / active EE | $8,742 | $7,799+12.1% | $7,446+17.4% | $6,400+36.6% |
| Admin fee / account holder | $10,320 | $11,571-10.8% | $10,010+3.1% | $11,426-9.7% |