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 | $107,931 | $90,600+19.1% | $79,464+35.8% | $135,375-20.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.25% | 977.43%-979.7pp | 718.14%-720.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $4,993 | $3,068+62.7% | $2,800+78.3% | $4,779+4.5% |
| Participant deferral / active EE | $7,369 | $4,050+81.9% | $3,704+99.0% | $5,609+31.4% |
| Admin fee / account holder | $443 | $5,907-92.5% | $5,113-91.3% | $10,827-95.9% |