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 | $108,387 | $168,632-35.7% | $147,614-26.6% | $125,391-13.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.83% | 77.65%-78.5pp | 61.98%-62.8pp | 282.22%-283.1pp |
| Employer contribution / active EE | $3,742 | $6,252-40.1% | $5,564-32.7% | $4,866-23.1% |
| Participant deferral / active EE | $8,395 | $5,507+52.4% | $4,895+71.5% | $5,352+56.9% |
| Admin fee / account holder | $15,930 | $13,580+17.3% | $11,611+37.2% | $9,540+67.0% |