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 | $121,933 | $106,543+14.4% | $91,220+33.7% | $134,475-9.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.54% | 160.60%-178.1pp | 114.01%-131.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $12,350 | $3,331+270.8% | $2,850+333.3% | $4,740+160.6% |
| Participant deferral / active EE | $8,612 | $4,719+82.5% | $4,234+103.4% | $6,400+34.6% |
| Admin fee / account holder | $7,413 | $6,231+19.0% | $5,420+36.8% | $11,426-35.1% |