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 | $118,923 | $90,600+31.3% | $79,464+49.7% | $135,375-12.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.26% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,813 | $3,068-40.9% | $2,800-35.3% | $4,779-62.1% |
| Participant deferral / active EE | $2,218 | $4,050-45.2% | $3,704-40.1% | $5,609-60.4% |
| Admin fee / account holder | $2,744 | $5,907-53.6% | $5,113-46.3% | $10,827-74.7% |