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 | $117,631 | $92,703+26.9% | $82,719+42.2% | $134,475-12.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.81% | 944.92%-958.7pp | 701.18%-715.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $6,077 | $3,274+85.6% | $3,009+102.0% | $4,740+28.2% |
| Participant deferral / active EE | $6,224 | $4,802+29.6% | $4,395+41.6% | $6,400-2.7% |
| Admin fee / account holder | $1,506 | $5,983-74.8% | $5,329-71.7% | $11,426-86.8% |