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 | $116,753 | $180,449-35.3% | $154,107-24.2% | $135,375-13.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.33% | 888.09%-896.4pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $12,270 | $6,035+103.3% | $5,298+131.6% | $4,779+156.8% |
| Participant deferral / active EE | $5,150 | $5,806-11.3% | $5,081+1.4% | $5,609-8.2% |
| Admin fee / account holder | $1,348 | $16,143-91.6% | $13,411-89.9% | $10,827-87.5% |