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 | $111,561 | $160,055-30.3% | $140,016-20.3% | $135,375-17.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.85% | 911.38%-915.2pp | 651.12%-655.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $7,538 | $6,420+17.4% | $5,606+34.5% | $4,779+57.7% |
| Participant deferral / active EE | $16,169 | $7,642+111.6% | $6,927+133.4% | $5,609+188.3% |
| Admin fee / account holder | $18,281 | $13,328+37.2% | $10,705+70.8% | $10,827+68.8% |