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 | $115,516 | $97,757+18.2% | $83,848+37.8% | $135,375-14.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.34% | 1287.37%-1287.7pp | 850.88%-851.2pp | 519.73%-520.1pp |
| Employer contribution / active EE | $1,165 | $4,222-72.4% | $3,631-67.9% | $4,779-75.6% |
| Participant deferral / active EE | $13,297 | $4,682+184.0% | $4,082+225.8% | $5,609+137.1% |
| Admin fee / account holder | $77,708 | $6,674+1064.4% | $5,478+1318.5% | $10,827+617.7% |