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 | $119,479 | $160,055-25.4% | $140,016-14.7% | $135,375-11.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.74% | 911.38%-916.1pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,421 | $6,420-62.3% | $5,606-56.8% | $4,779-49.3% |
| Participant deferral / active EE | $3,508 | $7,642-54.1% | $6,927-49.4% | $5,609-37.5% |
| Admin fee / account holder | $13,329 | $13,3280% | $10,705+24.5% | $10,827+23.1% |