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 | $98,930 | $135,635-27.1% | $110,238-10.3% | $135,375-26.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.19% | 513.19%-517.4pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $7,258 | $4,906+47.9% | $3,826+89.7% | $4,779+51.9% |
| Participant deferral / active EE | $4,314 | $5,506-21.7% | $4,672-7.7% | $5,609-23.1% |
| Admin fee / account holder | $6,329 | $11,457-44.8% | $8,547-26.0% | $10,827-41.5% |