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 | $109,258 | $138,044-20.9% | $125,339-12.8% | $134,475-18.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.36% | 750.33%-761.7pp | 572.05%-583.4pp | 417.96%-429.3pp |
| Employer contribution / active EE | $5,978 | $5,243+14.0% | $4,814+24.2% | $4,740+26.1% |
| Participant deferral / active EE | $5,004 | $7,799-35.8% | $7,446-32.8% | $6,400-21.8% |
| Admin fee / account holder | $3,635 | $11,571-68.6% | $10,010-63.7% | $11,426-68.2% |