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 | $90,060 | $190,805-52.8% | $159,960-43.7% | $134,475-33.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.56% | 552.23%-569.8pp | 408.60%-426.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $6,471 | $4,995+29.5% | $4,226+53.1% | $4,740+36.5% |
| Participant deferral / active EE | $8,338 | $6,923+20.4% | $6,182+34.9% | $6,400+30.3% |
| Admin fee / account holder | $13,377 | $10,471+27.8% | $8,698+53.8% | $11,426+17.1% |