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 | $93,503 | $138,065-32.3% | $123,544-24.3% | $135,375-30.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.04% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,138 | $5,151-77.9% | $4,628-75.4% | $4,779-76.2% |
| Participant deferral / active EE | $4,001 | $6,799-41.2% | $6,426-37.7% | $5,609-28.7% |
| Admin fee / account holder | $307 | $10,916-97.2% | $9,284-96.7% | $10,827-97.2% |