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 | $93,727 | $138,065-32.1% | $123,544-24.1% | $135,375-30.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.75% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $13,716 | $5,151+166.3% | $4,628+196.4% | $4,779+187.0% |
| Participant deferral / active EE | $8,000 | $6,799+17.7% | $6,426+24.5% | $5,609+42.6% |
| Admin fee / account holder | $862 | $10,916-92.1% | $9,284-90.7% | $10,827-92.0% |