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 | $98,970 | $99,640-0.7% | $86,436+14.5% | $134,475-26.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.83% | 6782.58%-6800.4pp | 4394.89%-4412.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,939 | $4,400-33.2% | $3,769-22.0% | $4,740-38.0% |
| Participant deferral / active EE | $5,151 | $7,246-28.9% | $6,952-25.9% | $6,400-19.5% |
| Admin fee / account holder | $2,712 | $8,371-67.6% | $6,731-59.7% | $11,426-76.3% |