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 | $100,896 | $104,106-3.1% | $71,086+41.9% | $135,375-25.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -5.23% | 1256.30%-1261.5pp | 650.59%-655.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $4,960 | $1,485+234.0% | $1,088+356.0% | $4,779+3.8% |
| Participant deferral / active EE | $2,696 | $2,527+6.7% | $1,874+43.8% | $5,609-51.9% |
| Admin fee / account holder | $776 | $4,142-81.3% | $3,082-74.8% | $10,827-92.8% |