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 | $75,696 | $168,632-55.1% | $147,614-48.7% | $125,391-39.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.68% | 77.65%-79.3pp | 61.98%-63.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,319 | $6,252-78.9% | $5,564-76.3% | $4,866-72.9% |
| Participant deferral / active EE | $4,917 | $5,507-10.7% | $4,895+0.5% | $5,352-8.1% |
| Admin fee / account holder | $8,776 | $13,580-35.4% | $11,611-24.4% | $9,540-8.0% |