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 | $85,640 | $160,055-46.5% | $140,016-38.8% | $135,375-36.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.97% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,531 | $6,420-76.2% | $5,606-72.7% | $4,779-68.0% |
| Participant deferral / active EE | $15,615 | $7,642+104.3% | $6,927+125.4% | $5,609+178.4% |
| Admin fee / account holder | $9,321 | $13,328-30.1% | $10,705-12.9% | $10,827-13.9% |