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 | $102,641 | $138,044-25.6% | $125,339-18.1% | $134,475-23.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.68% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $8,250 | $5,243+57.3% | $4,814+71.4% | $4,740+74.1% |
| Participant deferral / active EE | $5,495 | $7,799-29.5% | $7,446-26.2% | $6,400-14.1% |
| Admin fee / account holder | $6,142 | $11,571-46.9% | $10,010-38.6% | $11,426-46.2% |