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 7-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 | $103,856 | $138,044-24.8% | $125,339-17.1% | $134,475-22.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.15% | 750.33%-759.5pp | 572.05%-581.2pp | 417.96%-427.1pp |
| Employer contribution / active EE | $20,420 | $5,243+289.4% | $4,814+324.2% | $4,740+330.8% |
| Participant deferral / active EE | $14,887 | $7,799+90.9% | $7,446+99.9% | $6,400+132.6% |
| Admin fee / account holder | $73,571 | $11,571+535.8% | $10,010+635.0% | $11,426+543.9% |