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 | $81,478 | $160,055-49.1% | $140,016-41.8% | $135,375-39.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.69% | 911.38%-916.1pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $11,119 | $6,420+73.2% | $5,606+98.3% | $4,779+132.7% |
| Participant deferral / active EE | $9,867 | $7,642+29.1% | $6,927+42.4% | $5,609+75.9% |
| Admin fee / account holder | $38,961 | $13,328+192.3% | $10,705+263.9% | $10,827+259.8% |