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 | $91,966 | $160,055-42.5% | $140,016-34.3% | $135,375-32.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.42% | 911.38%-915.8pp | 651.12%-655.5pp | 519.73%-524.2pp |
| Employer contribution / active EE | $6,441 | $6,420+0.3% | $5,606+14.9% | $4,779+34.8% |
| Participant deferral / active EE | $15,661 | $7,642+104.9% | $6,927+126.1% | $5,609+179.2% |
| Admin fee / account holder | $44,890 | $13,328+236.8% | $10,705+319.3% | $10,827+314.6% |