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 9-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 | $165,825 | $90,600+83.0% | $79,464+108.7% | $135,375+22.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.84% | 977.43%-981.3pp | 718.14%-722.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,016 | $3,068-34.3% | $2,800-28.0% | $4,779-57.8% |
| Participant deferral / active EE | $10,537 | $4,050+160.2% | $3,704+184.5% | $5,609+87.9% |
| Admin fee / account holder | $408 | $5,907-93.1% | $5,113-92.0% | $10,827-96.2% |