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 | $106,062 | $180,449-41.2% | $154,107-31.2% | $135,375-21.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.94% | 888.09%-895.0pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,578 | $6,035-73.8% | $5,298-70.2% | $4,779-67.0% |
| Participant deferral / active EE | $5,729 | $5,806-1.3% | $5,081+12.8% | $5,609+2.1% |
| Admin fee / account holder | $7,487 | $16,143-53.6% | $13,411-44.2% | $10,827-30.9% |