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 3-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 | $120,572 | $180,449-33.2% | $154,107-21.8% | $135,375-10.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.55% | 888.09%-892.6pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $10,523 | $6,035+74.4% | $5,298+98.6% | $4,779+120.2% |
| Participant deferral / active EE | $9,498 | $5,806+63.6% | $5,081+86.9% | $5,609+69.3% |
| Admin fee / account holder | $14,158 | $16,143-12.3% | $13,411+5.6% | $10,827+30.8% |