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 | $100,643 | $90,600+11.1% | $79,464+26.7% | $135,375-25.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.24% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $5,958 | $3,068+94.2% | $2,800+112.7% | $4,779+24.7% |
| Participant deferral / active EE | $11,545 | $4,050+185.1% | $3,704+211.7% | $5,609+105.8% |
| Admin fee / account holder | $22,939 | $5,907+288.3% | $5,113+348.6% | $10,827+111.9% |