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 | $114,768 | $160,055-28.3% | $140,016-18.0% | $135,375-15.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.75% | 911.38%-919.1pp | 651.12%-658.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $16,516 | $6,420+157.2% | $5,606+194.6% | $4,779+245.6% |
| Participant deferral / active EE | $8,306 | $7,642+8.7% | $6,927+19.9% | $5,609+48.1% |
| Admin fee / account holder | $21,135 | $13,328+58.6% | $10,705+97.4% | $10,827+95.2% |