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 | $123,256 | $101,283+21.7% | $75,826+62.6% | $135,375-9.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -6.36% | 3384.62%-3391.0pp | 1914.15%-1920.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $7,626 | $2,382+220.1% | $1,913+298.6% | $4,779+59.6% |
| Participant deferral / active EE | $7,147 | $3,469+106.0% | $2,862+149.7% | $5,609+27.4% |
| Admin fee / account holder | $15,168 | $6,539+132.0% | $4,726+220.9% | $10,827+40.1% |