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 | $75,977 | $168,632-54.9% | $147,614-48.5% | $125,391-39.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.66% | 77.65%-80.3pp | 61.98%-64.6pp | 282.22%-284.9pp |
| Employer contribution / active EE | $9,000 | $6,252+43.9% | $5,564+61.7% | $4,866+85.0% |
| Participant deferral / active EE | $3,878 | $5,507-29.6% | $4,895-20.8% | $5,352-27.5% |
| Admin fee / account holder | $650 | $13,580-95.2% | $11,611-94.4% | $9,540-93.2% |