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 | $102,633 | $106,543-3.7% | $91,220+12.5% | $134,475-23.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.71% | 160.60%-181.3pp | 114.01%-134.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,538 | $3,331-23.8% | $2,850-11.0% | $4,740-46.5% |
| Participant deferral / active EE | $7,973 | $4,719+69.0% | $4,234+88.3% | $6,400+24.6% |
| Admin fee / account holder | $3,889 | $6,231-37.6% | $5,420-28.2% | $11,426-66.0% |