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 | $110,043 | $180,449-39.0% | $154,107-28.6% | $135,375-18.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.44% | 888.09%-894.5pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,988 | $6,035-33.9% | $5,298-24.7% | $4,779-16.5% |
| Participant deferral / active EE | $4,505 | $5,806-22.4% | $5,081-11.3% | $5,609-19.7% |
| Admin fee / account holder | $8,647 | $16,143-46.4% | $13,411-35.5% | $10,827-20.1% |