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 | $99,760 | $190,805-47.7% | $159,960-37.6% | $134,475-25.8% |
| Participation rate | 92.3% | 81.9%+10.4pp | 78.0%+14.4pp | 81.2%+11.1pp |
| Annual return | -10.26% | 552.23%-562.5pp | 408.60%-418.9pp | 417.96%-428.2pp |
| Employer contribution / active EE | $6,640 | $4,995+32.9% | $4,226+57.1% | $4,740+40.1% |
| Participant deferral / active EE | $2,484 | $6,923-64.1% | $6,182-59.8% | $6,400-61.2% |
| Admin fee / account holder | $1,069 | $10,471-89.8% | $8,698-87.7% | $11,426-90.6% |