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 | $76,300 | $160,055-52.3% | $140,016-45.5% | $135,375-43.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.18% | 911.38%-918.6pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $10,464 | $6,420+63.0% | $5,606+86.7% | $4,779+119.0% |
| Participant deferral / active EE | $4,900 | $7,642-35.9% | $6,927-29.3% | $5,609-12.6% |
| Admin fee / account holder | $2,769 | $13,328-79.2% | $10,705-74.1% | $10,827-74.4% |