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 | $112,893 | $180,449-37.4% | $154,107-26.7% | $135,375-16.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.46% | 888.09%-896.5pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $13,727 | $6,035+127.5% | $5,298+159.1% | $4,779+187.2% |
| Participant deferral / active EE | $10,667 | $5,806+83.7% | $5,081+110.0% | $5,609+90.2% |
| Admin fee / account holder | $1,376 | $16,143-91.5% | $13,411-89.7% | $10,827-87.3% |