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 | $94,360 | $138,065-31.7% | $123,544-23.6% | $135,375-30.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.32% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,138 | $5,151-19.7% | $4,628-10.6% | $4,779-13.4% |
| Participant deferral / active EE | $12,860 | $6,799+89.1% | $6,426+100.1% | $5,609+129.3% |
| Admin fee / account holder | $946 | $10,916-91.3% | $9,284-89.8% | $10,827-91.3% |