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 | $101,456 | $138,044-26.5% | $125,339-19.1% | $134,475-24.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.41% | 750.33%-769.7pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $5,059 | $5,243-3.5% | $4,814+5.1% | $4,740+6.7% |
| Participant deferral / active EE | $13,243 | $7,799+69.8% | $7,446+77.8% | $6,400+106.9% |
| Admin fee / account holder | $9,630 | $11,571-16.8% | $10,010-3.8% | $11,426-15.7% |