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 | $114,651 | $135,635-15.5% | $110,238+4.0% | $135,375-15.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.12% | 513.19%-514.3pp | 314.74%-315.9pp | 519.73%-520.9pp |
| Employer contribution / active EE | $14,265 | $4,906+190.8% | $3,826+272.8% | $4,779+198.5% |
| Participant deferral / active EE | $10,572 | $5,506+92.0% | $4,672+126.3% | $5,609+88.5% |
| Admin fee / account holder | $26,510 | $11,457+131.4% | $8,547+210.2% | $10,827+144.9% |