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 | $109,100 | $92,703+17.7% | $82,719+31.9% | $134,475-18.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.99% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,796 | $3,274+46.5% | $3,009+59.4% | $4,740+1.2% |
| Participant deferral / active EE | $10,812 | $4,802+125.2% | $4,395+146.0% | $6,400+68.9% |
| Admin fee / account holder | $8,243 | $5,983+37.8% | $5,329+54.7% | $11,426-27.9% |