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 | $99,365 | $138,065-28.0% | $123,544-19.6% | $135,375-26.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.86% | 153.68%-157.5pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $22,129 | $5,151+329.6% | $4,628+378.2% | $4,779+363.1% |
| Participant deferral / active EE | $18,034 | $6,799+165.2% | $6,426+180.7% | $5,609+221.5% |
| Admin fee / account holder | $21,899 | $10,916+100.6% | $9,284+135.9% | $10,827+102.3% |