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 | $108,425 | $67,331+61.0% | $60,874+78.1% | $134,475-19.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.21% | 49.93%-63.1pp | 16.90%-30.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $10,756 | $3,096+247.4% | $2,701+298.2% | $4,740+126.9% |
| Participant deferral / active EE | $5,378 | $4,538+18.5% | $3,817+40.9% | $6,400-16.0% |
| Admin fee / account holder | $1,111 | $4,582-75.7% | $3,224-65.5% | $11,426-90.3% |