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 | $79,737 | $67,331+18.4% | $60,874+31.0% | $134,475-40.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.09% | 49.93%-61.0pp | 16.90%-28.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $5,950 | $3,096+92.2% | $2,701+120.3% | $4,740+25.5% |
| Participant deferral / active EE | $1,753 | $4,538-61.4% | $3,817-54.1% | $6,400-72.6% |
| Admin fee / account holder | $1,800 | $4,582-60.7% | $3,224-44.2% | $11,426-84.2% |