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 | $94,133 | $95,971-1.9% | $74,550+26.3% | $135,375-30.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.95% | 56.96%-62.9pp | 32.53%-38.5pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,063 | $2,716+12.8% | $1,961+56.2% | $4,779-35.9% |
| Participant deferral / active EE | $4,379 | $3,843+13.9% | $3,108+40.9% | $5,609-21.9% |
| Admin fee / account holder | $12,845 | $6,522+97.0% | $5,060+153.9% | $10,827+18.6% |