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 | $94,693 | $67,331+40.6% | $60,874+55.6% | $134,475-29.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -4.58% | 49.93%-54.5pp | 16.90%-21.5pp | 417.96%-422.5pp |
| Employer contribution / active EE | $7,544 | $3,096+143.6% | $2,701+179.3% | $4,740+59.2% |
| Participant deferral / active EE | $8,394 | $4,538+84.9% | $3,817+119.9% | $6,400+31.2% |
| Admin fee / account holder | $16,947 | $4,582+269.8% | $3,224+425.6% | $11,426+48.3% |