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 | $111,163 | $135,635-18.0% | $110,238+0.8% | $135,375-17.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.45% | 513.19%-518.6pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,607 | $4,906-46.9% | $3,826-31.9% | $4,779-45.4% |
| Participant deferral / active EE | $5,622 | $5,506+2.1% | $4,672+20.3% | $5,609+0.2% |
| Admin fee / account holder | $13,144 | $11,457+14.7% | $8,547+53.8% | $10,827+21.4% |