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 | $110,314 | $135,635-18.7% | $110,238+0.1% | $135,375-18.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.85% | 513.19%-521.0pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $7,163 | $4,906+46.0% | $3,826+87.2% | $4,779+49.9% |
| Participant deferral / active EE | $4,800 | $5,506-12.8% | $4,672+2.7% | $5,609-14.4% |
| Admin fee / account holder | $68,060 | $11,457+494.1% | $8,547+696.3% | $10,827+528.6% |