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 | $89,260 | $97,757-8.7% | $83,848+6.5% | $135,375-34.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.25% | 1287.37%-1296.6pp | 850.88%-860.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,177 | $4,222-72.1% | $3,631-67.6% | $4,779-75.4% |
| Participant deferral / active EE | $7,369 | $4,682+57.4% | $4,082+80.5% | $5,609+31.4% |
| Admin fee / account holder | $552 | $6,674-91.7% | $5,478-89.9% | $10,827-94.9% |