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 8-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 | $99,828 | $92,703+7.7% | $82,719+20.7% | $134,475-25.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.37% | 944.92%-965.3pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,610 | $3,274-20.3% | $3,009-13.3% | $4,740-44.9% |
| Participant deferral / active EE | $8,571 | $4,802+78.5% | $4,395+95.0% | $6,400+33.9% |
| Admin fee / account holder | $8,825 | $5,983+47.5% | $5,329+65.6% | $11,426-22.8% |