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 | $115,465 | $92,703+24.6% | $82,719+39.6% | $134,475-14.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.97% | 944.92%-959.9pp | 701.18%-716.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $9,265 | $3,274+183.0% | $3,009+207.9% | $4,740+95.5% |
| Participant deferral / active EE | $8,622 | $4,802+79.5% | $4,395+96.2% | $6,400+34.7% |
| Admin fee / account holder | $35,160 | $5,983+487.7% | $5,329+559.8% | $11,426+207.7% |