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 | $92,687 | $138,065-32.9% | $123,544-25.0% | $135,375-31.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.00% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $5,293 | $5,151+2.8% | $4,628+14.4% | $4,779+10.8% |
| Participant deferral / active EE | $9,107 | $6,799+33.9% | $6,426+41.7% | $5,609+62.4% |
| Admin fee / account holder | $14,208 | $10,916+30.2% | $9,284+53.0% | $10,827+31.2% |