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 | $110,490 | $133,958-17.5% | $112,228-1.5% | $134,475-17.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.99% | 47.11%-67.1pp | 27.45%-47.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $5,139 | $4,038+27.3% | $3,635+41.4% | $4,740+8.4% |
| Participant deferral / active EE | $4,250 | $5,291-19.7% | $4,728-10.1% | $6,400-33.6% |
| Admin fee / account holder | $564 | $7,489-92.5% | $6,410-91.2% | $11,426-95.1% |