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 | $76,703 | $180,449-57.5% | $154,107-50.2% | $135,375-43.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.37% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $6,778 | $6,035+12.3% | $5,298+27.9% | $4,779+41.8% |
| Participant deferral / active EE | $7,340 | $5,806+26.4% | $5,081+44.5% | $5,609+30.9% |
| Admin fee / account holder | $2,047 | $16,143-87.3% | $13,411-84.7% | $10,827-81.1% |