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 | $97,854 | $168,632-42.0% | $147,614-33.7% | $125,391-22.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.14% | 77.65%-77.8pp | 61.98%-62.1pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,530 | $6,252-75.5% | $5,564-72.5% | $4,866-68.6% |
| Participant deferral / active EE | $3,749 | $5,507-31.9% | $4,895-23.4% | $5,352-29.9% |
| Admin fee / account holder | $441 | $13,580-96.8% | $11,611-96.2% | $9,540-95.4% |