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 8-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 | $96,184 | $92,703+3.8% | $82,719+16.3% | $134,475-28.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.16% | 944.92%-961.1pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,484 | $3,274+37.0% | $3,009+49.0% | $4,740-5.4% |
| Participant deferral / active EE | $11,871 | $4,802+147.2% | $4,395+170.1% | $6,400+85.5% |
| Admin fee / account holder | $535 | $5,983-91.1% | $5,329-90.0% | $11,426-95.3% |