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 | $86,115 | $168,632-48.9% | $147,614-41.7% | $125,391-31.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.03% | 77.65%-79.7pp | 61.98%-64.0pp | 282.22%-284.3pp |
| Employer contribution / active EE | $3,432 | $6,252-45.1% | $5,564-38.3% | $4,866-29.5% |
| Participant deferral / active EE | $5,619 | $5,507+2.0% | $4,895+14.8% | $5,352+5.0% |
| Admin fee / account holder | $4,913 | $13,580-63.8% | $11,611-57.7% | $9,540-48.5% |