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 | $89,132 | $138,065-35.4% | $123,544-27.9% | $135,375-34.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.73% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,195 | $5,151-57.4% | $4,628-52.6% | $4,779-54.1% |
| Participant deferral / active EE | $5,950 | $6,799-12.5% | $6,426-7.4% | $5,609+6.1% |
| Admin fee / account holder | $1,260 | $10,916-88.5% | $9,284-86.4% | $10,827-88.4% |