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 | $100,060 | $197,825-49.4% | $155,790-35.8% | $125,391-20.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.24% | 86.74%-90.0pp | 71.54%-74.8pp | 282.22%-285.5pp |
| Employer contribution / active EE | $5,263 | $4,847+8.6% | $3,836+37.2% | $4,866+8.1% |
| Participant deferral / active EE | $10,286 | $5,630+82.7% | $4,797+114.4% | $5,352+92.2% |
| Admin fee / account holder | $26,710 | $9,545+179.8% | $7,478+257.2% | $9,540+180.0% |