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 | $76,047 | $84,695-10.2% | $73,843+3.0% | $125,391-39.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.53% | 3123.53%-3127.1pp | 2267.84%-2271.4pp | 282.22%-285.8pp |
| Employer contribution / active EE | $3,459 | $3,123+10.8% | $2,787+24.1% | $4,866-28.9% |
| Participant deferral / active EE | $5,343 | $3,992+33.8% | $3,583+49.1% | $5,352-0.2% |
| Admin fee / account holder | $1,109 | $5,691-80.5% | $4,880-77.3% | $9,540-88.4% |