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 | $118,277 | $88,594+33.5% | $70,092+68.7% | $134,475-12.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.12% | 442.67%-459.8pp | 190.73%-207.9pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,481 | $3,233-23.3% | $2,559-3.1% | $4,740-47.7% |
| Participant deferral / active EE | $8,431 | $4,772+76.7% | $3,849+119.1% | $6,400+31.7% |
| Admin fee / account holder | $832 | $10,441-92.0% | $6,267-86.7% | $11,426-92.7% |