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 | $111,553 | $138,065-19.2% | $123,544-9.7% | $135,375-17.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.63% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $19,353 | $5,151+275.7% | $4,628+318.2% | $4,779+305.0% |
| Participant deferral / active EE | $3,414 | $6,799-49.8% | $6,426-46.9% | $5,609-39.1% |
| Admin fee / account holder | $2,362 | $10,916-78.4% | $9,284-74.6% | $10,827-78.2% |