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 | $83,225 | $138,044-39.7% | $125,339-33.6% | $134,475-38.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.52% | 750.33%-760.8pp | 572.05%-582.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $3,158 | $5,243-39.8% | $4,814-34.4% | $4,740-33.4% |
| Participant deferral / active EE | $8,152 | $7,799+4.5% | $7,446+9.5% | $6,400+27.4% |
| Admin fee / account holder | $32,441 | $11,571+180.4% | $10,010+224.1% | $11,426+183.9% |