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 9-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 | $100,104 | $180,449-44.5% | $154,107-35.0% | $135,375-26.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.76% | 888.09%-890.9pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,915 | $6,035-68.3% | $5,298-63.8% | $4,779-59.9% |
| Participant deferral / active EE | $4,753 | $5,806-18.1% | $5,081-6.5% | $5,609-15.3% |
| Admin fee / account holder | $3,078 | $16,143-80.9% | $13,411-77.1% | $10,827-71.6% |