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 | $103,789 | $90,600+14.6% | $79,464+30.6% | $135,375-23.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.40% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,241 | $3,068+38.2% | $2,800+51.4% | $4,779-11.2% |
| Participant deferral / active EE | $8,396 | $4,050+107.3% | $3,704+126.7% | $5,609+49.7% |
| Admin fee / account holder | $19,091 | $5,907+223.2% | $5,113+273.4% | $10,827+76.3% |