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 | $106,442 | $92,703+14.8% | $82,719+28.7% | $134,475-20.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.22% | 944.92%-959.1pp | 701.18%-715.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $11,085 | $3,274+238.6% | $3,009+268.4% | $4,740+133.9% |
| Participant deferral / active EE | $2,609 | $4,802-45.7% | $4,395-40.6% | $6,400-59.2% |
| Admin fee / account holder | $943 | $5,983-84.2% | $5,329-82.3% | $11,426-91.7% |