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 | $120,326 | $90,600+32.8% | $79,464+51.4% | $135,375-11.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.36% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,700 | $3,068-12.0% | $2,800-3.6% | $4,779-43.5% |
| Participant deferral / active EE | $16,000 | $4,050+295.0% | $3,704+332.0% | $5,609+185.3% |
| Admin fee / account holder | $2,509 | $5,907-57.5% | $5,113-50.9% | $10,827-76.8% |