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 | $112,641 | $97,757+15.2% | $83,848+34.3% | $135,375-16.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.02% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $11,416 | $4,222+170.4% | $3,631+214.4% | $4,779+138.9% |
| Participant deferral / active EE | $5,710 | $4,682+21.9% | $4,082+39.9% | $5,609+1.8% |
| Admin fee / account holder | $499 | $6,674-92.5% | $5,478-90.9% | $10,827-95.4% |