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 | $98,097 | $138,065-28.9% | $123,544-20.6% | $135,375-27.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.01% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,589 | $5,151-49.7% | $4,628-44.0% | $4,779-45.8% |
| Participant deferral / active EE | $9,233 | $6,799+35.8% | $6,426+43.7% | $5,609+64.6% |
| Admin fee / account holder | $3,186 | $10,916-70.8% | $9,284-65.7% | $10,827-70.6% |