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 | $99,017 | $92,703+6.8% | $82,719+19.7% | $134,475-26.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.54% | 944.92%-952.5pp | 701.18%-708.7pp | 417.96%-425.5pp |
| Employer contribution / active EE | $3,843 | $3,274+17.4% | $3,009+27.7% | $4,740-18.9% |
| Participant deferral / active EE | $4,001 | $4,802-16.7% | $4,395-9.0% | $6,400-37.5% |
| Admin fee / account holder | $1,090 | $5,983-81.8% | $5,329-79.5% | $11,426-90.5% |