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 | $111,386 | $92,703+20.2% | $82,719+34.7% | $134,475-17.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.09% | 944.92%-960.0pp | 701.18%-716.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $6,049 | $3,274+84.8% | $3,009+101.0% | $4,740+27.6% |
| Participant deferral / active EE | $4,521 | $4,802-5.9% | $4,395+2.9% | $6,400-29.4% |
| Admin fee / account holder | $9,948 | $5,983+66.3% | $5,329+86.7% | $11,426-12.9% |