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 | $114,213 | $90,600+26.1% | $79,464+43.7% | $135,375-15.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.25% | 977.43%-978.7pp | 718.14%-719.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $2,295 | $3,068-25.2% | $2,800-18.1% | $4,779-52.0% |
| Participant deferral / active EE | $7,392 | $4,050+82.5% | $3,704+99.6% | $5,609+31.8% |
| Admin fee / account holder | $1,271 | $5,907-78.5% | $5,113-75.1% | $10,827-88.3% |