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 9-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 | $120,155 | $106,543+12.8% | $91,220+31.7% | $134,475-10.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.90% | 160.60%-174.5pp | 114.01%-127.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,252 | $3,331-2.4% | $2,850+14.1% | $4,740-31.4% |
| Participant deferral / active EE | $13,080 | $4,719+177.2% | $4,234+209.0% | $6,400+104.4% |
| Admin fee / account holder | $924 | $6,231-85.2% | $5,420-83.0% | $11,426-91.9% |