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 | $80,579 | $88,594-9.0% | $70,092+15.0% | $134,475-40.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -4.46% | 442.67%-447.1pp | 190.73%-195.2pp | 417.96%-422.4pp |
| Employer contribution / active EE | $4,452 | $3,233+37.7% | $2,559+74.0% | $4,740-6.1% |
| Participant deferral / active EE | $6,188 | $4,772+29.7% | $3,849+60.8% | $6,400-3.3% |
| Admin fee / account holder | $774 | $10,441-92.6% | $6,267-87.6% | $11,426-93.2% |