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 | $99,603 | $97,757+1.9% | $83,848+18.8% | $135,375-26.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.79% | 1287.37%-1290.2pp | 850.88%-853.7pp | 519.73%-522.5pp |
| Employer contribution / active EE | $5,527 | $4,222+30.9% | $3,631+52.2% | $4,779+15.7% |
| Participant deferral / active EE | $11,425 | $4,682+144.0% | $4,082+179.9% | $5,609+103.7% |
| Admin fee / account holder | $3,586 | $6,674-46.3% | $5,478-34.5% | $10,827-66.9% |