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 | $88,153 | $160,055-44.9% | $140,016-37.0% | $135,375-34.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.47% | 911.38%-918.9pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,807 | $6,420-71.8% | $5,606-67.8% | $4,779-62.2% |
| Participant deferral / active EE | $12,537 | $7,642+64.1% | $6,927+81.0% | $5,609+123.5% |
| Admin fee / account holder | $855 | $13,328-93.6% | $10,705-92.0% | $10,827-92.1% |