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 | $85,855 | $138,044-37.8% | $125,339-31.5% | $134,475-36.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.09% | 750.33%-762.4pp | 572.05%-584.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $3,355 | $5,243-36.0% | $4,814-30.3% | $4,740-29.2% |
| Participant deferral / active EE | $6,082 | $7,799-22.0% | $7,446-18.3% | $6,400-5.0% |
| Admin fee / account holder | $29,830 | $11,571+157.8% | $10,010+198.0% | $11,426+161.1% |