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 7-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 | $115,348 | $84,402+36.7% | $61,373+87.9% | $134,475-14.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -11.81% | 584.55%-596.4pp | 338.61%-350.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $5,787 | $1,544+274.7% | $1,159+399.2% | $4,740+22.1% |
| Participant deferral / active EE | $11,306 | $2,819+301.1% | $2,125+432.1% | $6,400+76.7% |
| Admin fee / account holder | $16,144 | $2,585+524.5% | $2,130+658.1% | $11,426+41.3% |