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 | $112,200 | $106,543+5.3% | $91,220+23.0% | $134,475-16.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.04% | 160.60%-175.6pp | 114.01%-129.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,002 | $3,331-39.9% | $2,850-29.8% | $4,740-57.8% |
| Participant deferral / active EE | $7,620 | $4,719+61.5% | $4,234+80.0% | $6,400+19.1% |
| Admin fee / account holder | $4,352 | $6,231-30.2% | $5,420-19.7% | $11,426-61.9% |