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 | $83,325 | $160,055-47.9% | $140,016-40.5% | $135,375-38.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.76% | 911.38%-920.1pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $4,772 | $6,420-25.7% | $5,606-14.9% | $4,779-0.1% |
| Participant deferral / active EE | $13,105 | $7,642+71.5% | $6,927+89.2% | $5,609+133.6% |
| Admin fee / account holder | $4,388 | $13,328-67.1% | $10,705-59.0% | $10,827-59.5% |