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 | $107,477 | $92,703+15.9% | $82,719+29.9% | $134,475-20.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.91% | 944.92%-949.8pp | 701.18%-706.1pp | 417.96%-422.9pp |
| Employer contribution / active EE | $12,862 | $3,274+292.9% | $3,009+327.5% | $4,740+171.4% |
| Participant deferral / active EE | $7,363 | $4,802+53.3% | $4,395+67.5% | $6,400+15.1% |
| Admin fee / account holder | $11,037 | $5,983+84.5% | $5,329+107.1% | $11,426-3.4% |