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 5-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 | $108,533 | $92,703+17.1% | $82,719+31.2% | $134,475-19.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.12% | 944.92%-959.0pp | 701.18%-715.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $13,100 | $3,274+300.1% | $3,009+335.4% | $4,740+176.4% |
| Participant deferral / active EE | $11,000 | $4,802+129.1% | $4,395+150.3% | $6,400+71.9% |
| Admin fee / account holder | $1,218 | $5,983-79.6% | $5,329-77.1% | $11,426-89.3% |