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 | $137,392 | $90,600+51.6% | $79,464+72.9% | $135,375+1.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.07% | 977.43%-982.5pp | 718.14%-723.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,989 | $3,068+62.6% | $2,800+78.2% | $4,779+4.4% |
| Participant deferral / active EE | $1,972 | $4,050-51.3% | $3,704-46.7% | $5,609-64.8% |
| Admin fee / account holder | $1,940 | $5,907-67.2% | $5,113-62.1% | $10,827-82.1% |