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 | $96,664 | $138,065-30.0% | $123,544-21.8% | $135,375-28.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.09% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $8,256 | $5,151+60.3% | $4,628+78.4% | $4,779+72.8% |
| Participant deferral / active EE | $4,725 | $6,799-30.5% | $6,426-26.5% | $5,609-15.8% |
| Admin fee / account holder | $4,280 | $10,916-60.8% | $9,284-53.9% | $10,827-60.5% |