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 | $112,470 | $92,703+21.3% | $82,719+36.0% | $134,475-16.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.72% | 944.92%-959.6pp | 701.18%-715.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,021 | $3,274-68.8% | $3,009-66.1% | $4,740-78.5% |
| Participant deferral / active EE | $5,146 | $4,802+7.2% | $4,395+17.1% | $6,400-19.6% |
| Admin fee / account holder | $537 | $5,983-91.0% | $5,329-89.9% | $11,426-95.3% |