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 | $88,212 | $138,044-36.1% | $125,339-29.6% | $134,475-34.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.83% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $4,087 | $5,243-22.1% | $4,814-15.1% | $4,740-13.8% |
| Participant deferral / active EE | $16,788 | $7,799+115.3% | $7,446+125.4% | $6,400+162.3% |
| Admin fee / account holder | $1,219 | $11,571-89.5% | $10,010-87.8% | $11,426-89.3% |