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 | $104,945 | $133,958-21.7% | $112,228-6.5% | $134,475-22.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.28% | 47.11%-56.4pp | 27.45%-36.7pp | 417.96%-427.2pp |
| Employer contribution / active EE | $8,750 | $4,038+116.7% | $3,635+140.7% | $4,740+84.6% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,517 | $7,489-66.4% | $6,410-60.7% | $11,426-78.0% |