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 | $107,770 | $160,055-32.7% | $140,016-23.0% | $135,375-20.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.73% | 911.38%-920.1pp | 651.12%-659.8pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,056 | $6,420-52.4% | $5,606-45.5% | $4,779-36.1% |
| Participant deferral / active EE | $12,413 | $7,642+62.4% | $6,927+79.2% | $5,609+121.3% |
| Admin fee / account holder | $2,128 | $13,328-84.0% | $10,705-80.1% | $10,827-80.3% |