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 | $116,540 | $138,044-15.6% | $125,339-7.0% | $134,475-13.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.27% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $9,819 | $5,243+87.3% | $4,814+104.0% | $4,740+107.2% |
| Participant deferral / active EE | $8,134 | $7,799+4.3% | $7,446+9.2% | $6,400+27.1% |
| Admin fee / account holder | $26,210 | $11,571+126.5% | $10,010+161.9% | $11,426+129.4% |