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 | $108,946 | $99,640+9.3% | $86,436+26.0% | $134,475-19.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.60% | 6782.58%-6798.2pp | 4394.89%-4410.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $5,087 | $4,400+15.6% | $3,769+35.0% | $4,740+7.3% |
| Participant deferral / active EE | $13,574 | $7,246+87.3% | $6,952+95.3% | $6,400+112.1% |
| Admin fee / account holder | $10,579 | $8,371+26.4% | $6,731+57.2% | $11,426-7.4% |