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 | $123,738 | $97,757+26.6% | $83,848+47.6% | $135,375-8.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.03% | 1287.37%-1288.4pp | 850.88%-851.9pp | 519.73%-520.8pp |
| Employer contribution / active EE | $5,416 | $4,222+28.3% | $3,631+49.2% | $4,779+13.3% |
| Participant deferral / active EE | $2,500 | $4,682-46.6% | $4,082-38.7% | $5,609-55.4% |
| Admin fee / account holder | $1,800 | $6,674-73.0% | $5,478-67.1% | $10,827-83.4% |