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 | $125,021 | $90,600+38.0% | $79,464+57.3% | $135,375-7.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.17% | 977.43%-982.6pp | 718.14%-723.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $7,548 | $3,068+146.0% | $2,800+169.5% | $4,779+57.9% |
| Participant deferral / active EE | $12,109 | $4,050+199.0% | $3,704+226.9% | $5,609+115.9% |
| Admin fee / account holder | $7,195 | $5,907+21.8% | $5,113+40.7% | $10,827-33.6% |