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 | $97,300 | $138,065-29.5% | $123,544-21.2% | $135,375-28.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.98% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $4,865 | $5,151-5.6% | $4,628+5.1% | $4,779+1.8% |
| Participant deferral / active EE | $18,613 | $6,799+173.8% | $6,426+189.7% | $5,609+231.9% |
| Admin fee / account holder | $804 | $10,916-92.6% | $9,284-91.3% | $10,827-92.6% |