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 | $119,010 | $92,703+28.4% | $82,719+43.9% | $134,475-11.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.11% | 944.92%-956.0pp | 701.18%-712.3pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,859 | $3,274-12.7% | $3,009-5.0% | $4,740-39.7% |
| Participant deferral / active EE | $6,252 | $4,802+30.2% | $4,395+42.3% | $6,400-2.3% |
| Admin fee / account holder | $20,583 | $5,983+244.1% | $5,329+286.3% | $11,426+80.1% |