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 | $121,974 | $88,594+37.7% | $70,092+74.0% | $134,475-9.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.46% | 442.67%-458.1pp | 190.73%-206.2pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,955 | $3,233+22.3% | $2,559+54.6% | $4,740-16.6% |
| Participant deferral / active EE | $15,584 | $4,772+226.6% | $3,849+304.9% | $6,400+143.5% |
| Admin fee / account holder | $2,658 | $10,441-74.5% | $6,267-57.6% | $11,426-76.7% |