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 | $91,291 | $180,449-49.4% | $154,107-40.8% | $135,375-32.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.18% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,568 | $6,035-24.3% | $5,298-13.8% | $4,779-4.4% |
| Participant deferral / active EE | $8,092 | $5,806+39.4% | $5,081+59.3% | $5,609+44.3% |
| Admin fee / account holder | $34,298 | $16,143+112.5% | $13,411+155.8% | $10,827+216.8% |