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 | $98,375 | $197,825-50.3% | $155,790-36.9% | $125,391-21.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.15% | 86.74%-87.9pp | 71.54%-72.7pp | 282.22%-283.4pp |
| Employer contribution / active EE | $5,343 | $4,847+10.2% | $3,836+39.3% | $4,866+9.8% |
| Participant deferral / active EE | $4,396 | $5,630-21.9% | $4,797-8.4% | $5,352-17.9% |
| Admin fee / account holder | $2,751 | $9,545-71.2% | $7,478-63.2% | $9,540-71.2% |